+49.2%
HUM vs WCN
-9.1%
+58.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.3% |
| 7D | +2.1% | -3.1% | +5.2% | +2.2% |
| 30D | +5.4% | -3.4% | +8.8% | +5.5% |
| 3M | +11.4% | +3.0% | +8.4% | +10.1% |
| 6M | +141.5% | -3.8% | +145.3% | +142.4% |
| YTD | +61.2% | -8.3% | +69.5% | +65.4% |
| 1Y | +49.2% | -9.7% | +58.9% | +57.7% |
| All | +49.2% | -9.1% | +58.3% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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