+3,432.7%
HUM vs WCC
+1,734.6%
+1,698.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.5% |
| 7D | -0.2% | +6.8% | -7.0% | -1.3% |
| 30D | +3.7% | -3.0% | +6.7% | +4.1% |
| 3M | +10.4% | +0.2% | +10.2% | +9.8% |
| 6M | +125.7% | +33.2% | +92.6% | +112.6% |
| YTD | +57.3% | +45.8% | +11.5% | +45.6% |
| 1Y | +48.6% | +68.4% | -19.7% | +33.7% |
| 3Y | -11.3% | +131.1% | -142.4% | -27.0% |
| 5Y | +0.8% | +225.6% | -224.8% | -24.9% |
| 10Y | +146.7% | +534.2% | -387.5% | +49.6% |
| All | +3,432.7% | +1,734.6% | +1,698.0% | +1,645.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling