+270.9%
WMB vs HUM
+0.5%
+270.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -1.7% | -1.4% | -0.2% | -1.6% |
| 30D | +0.7% | +7.5% | -6.8% | +0.6% |
| 3M | +1.5% | +10.2% | -8.7% | +1.3% |
| 6M | +0.1% | +132.5% | -132.5% | -2.0% |
| YTD | +22.9% | +57.6% | -34.7% | +21.4% |
| 1Y | +27.9% | +48.6% | -20.7% | +26.4% |
| 3Y | +139.1% | -11.2% | +150.3% | +143.7% |
| 5Y | +270.9% | +4.8% | +266.1% | +260.2% |
| All | +270.9% | +0.5% | +270.4% | +260.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling