+10.7%
SNDU vs HUM
+147.0%
-136.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.1% | -15.7% | -15.7% |
| 7D | -48.0% | +1.6% | -49.6% | -48.5% |
| 30D | -66.4% | +3.5% | -69.9% | -67.2% |
| 3M | -58.7% | +15.5% | -74.2% | -65.2% |
| 6M | -68.6% | +76.2% | -144.8% | -80.5% |
| All | +10.7% | +147.0% | -136.3% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling