+30.6%
HUM vs WST
+37.6%
-7.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | +4.2% | +0.7% | +3.4% | +4.0% |
| 30D | +10.4% | -3.1% | +13.5% | +11.2% |
| 3M | +15.1% | +7.2% | +7.9% | +13.2% |
| 6M | +120.9% | +36.8% | +84.1% | +99.6% |
| YTD | +57.9% | +23.8% | +34.1% | +49.1% |
| 1Y | +30.6% | +37.8% | -7.2% | +17.9% |
| All | +30.6% | +37.6% | -7.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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