+49.2%
HUM vs WPM
+46.6%
+2.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.2% | +2.3% |
| 7D | +2.1% | -0.6% | +2.6% | +2.0% |
| 30D | +5.4% | +14.4% | -9.0% | +5.9% |
| 3M | +11.4% | +37.0% | -25.6% | +12.6% |
| 6M | +141.5% | +4.1% | +137.4% | +139.3% |
| YTD | +61.2% | +31.7% | +29.5% | +64.8% |
| 1Y | +49.2% | +44.2% | +5.0% | +58.2% |
| All | +49.2% | +46.6% | +2.5% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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