+366.0%
WDC vs HUM
+50.8%
+315.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.2% | -3.0% |
| 7D | -4.3% | +2.1% | -6.4% | -4.3% |
| 30D | -1.5% | +5.4% | -6.9% | -1.5% |
| 3M | -15.5% | +11.4% | -26.9% | -15.1% |
| 6M | +66.5% | +141.5% | -75.1% | +67.4% |
| YTD | +159.9% | +61.2% | +98.7% | +153.9% |
| 1Y | +366.0% | +49.2% | +316.8% | +345.3% |
| All | +366.0% | +50.8% | +315.2% | +345.3% |
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