+42.9%
WELL vs HUM
+31.0%
+11.9%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -2.1% |
| 7D | -0.8% | +4.2% | -4.9% | -0.8% |
| 30D | -0.1% | +10.4% | -10.4% | 0.0% |
| 3M | +18.0% | +15.1% | +3.0% | +18.2% |
| 6M | +15.0% | +120.9% | -105.9% | +16.9% |
| YTD | +28.6% | +57.9% | -29.3% | +30.2% |
| 1Y | +42.9% | +30.6% | +12.4% | +44.8% |
| All | +42.9% | +31.0% | +11.9% | +44.8% |
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