+2,416.4%
HUM vs WWD
+15,025.1%
-12,608.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -0.2% | +0.6% | -0.9% | -0.4% |
| 30D | +3.7% | -5.1% | +8.8% | +4.8% |
| 3M | +10.4% | -11.2% | +21.6% | +12.7% |
| 6M | +125.7% | -12.0% | +137.8% | +129.9% |
| YTD | +57.3% | +12.0% | +45.4% | +52.0% |
| 1Y | +48.6% | +42.8% | +5.8% | +35.9% |
| 3Y | -11.3% | +168.9% | -180.3% | -30.5% |
| 5Y | +0.8% | +192.2% | -191.4% | -23.9% |
| 10Y | +146.7% | +495.3% | -348.6% | +52.4% |
| All | +2,416.4% | +15,025.1% | -12,608.7% | +1,043.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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