+4,437.1%
SNDK vs HUM
+59.8%
+4,377.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -3.9% |
| 7D | -6.1% | +2.1% | -8.2% | -6.5% |
| 30D | +21.5% | +5.4% | +16.1% | +20.2% |
| 3M | -13.2% | +11.4% | -24.6% | -14.8% |
| 6M | +149.2% | +141.5% | +7.7% | +118.6% |
| YTD | +588.1% | +61.2% | +526.9% | +526.9% |
| 1Y | +1,837.5% | +49.2% | +1,788.4% | +1,675.3% |
| All | +4,437.1% | +59.8% | +4,377.3% | +4,063.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling