+30.6%
HUM vs WCC
+61.8%
-31.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.1% | -1.4% |
| 7D | +4.2% | +4.5% | -0.3% | +3.9% |
| 30D | +10.4% | -5.8% | +16.2% | +10.8% |
| 3M | +15.1% | -3.7% | +18.7% | +14.9% |
| 6M | +120.9% | +23.1% | +97.9% | +111.4% |
| YTD | +57.9% | +44.2% | +13.8% | +45.8% |
| 1Y | +30.6% | +62.1% | -31.5% | +14.7% |
| All | +30.6% | +61.8% | -31.2% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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