+5.3%
HUM vs VRSN
+33.8%
-28.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +0.9% | +1.9% |
| 7D | +2.1% | +0.2% | +1.8% | +2.0% |
| 30D | +5.4% | +3.8% | +1.6% | +4.4% |
| 3M | +11.4% | +5.0% | +6.4% | +9.7% |
| 6M | +141.5% | +24.9% | +116.6% | +127.4% |
| YTD | +61.2% | +21.6% | +39.6% | +52.2% |
| 1Y | +49.2% | +2.4% | +46.7% | +47.0% |
| 3Y | -9.0% | +47.3% | -56.4% | -20.0% |
| All | +5.3% | +33.8% | -28.5% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling