+73.4%
WBD vs HUM
+50.8%
+22.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.8% | -0.6% |
| 7D | -0.7% | +2.1% | -2.8% | -0.8% |
| 30D | +1.4% | +5.4% | -4.0% | +1.2% |
| 3M | +4.4% | +11.4% | -7.0% | +4.1% |
| 6M | +0.8% | +141.5% | -140.7% | -1.6% |
| YTD | -2.7% | +61.2% | -63.9% | -3.0% |
| 1Y | +73.4% | +49.2% | +24.3% | +73.8% |
| All | +73.4% | +50.8% | +22.6% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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