+309.8%
BE vs HIG
+5.5%
+304.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.3% |
| 7D | +9.0% | -1.5% | +10.5% | +7.5% |
| 30D | +16.3% | -0.4% | +16.6% | +16.2% |
| 3M | +10.8% | +6.7% | +4.1% | +20.4% |
| 6M | +73.2% | +2.0% | +71.2% | +83.3% |
| YTD | +217.4% | +0.3% | +217.1% | +234.9% |
| 1Y | +309.8% | +4.2% | +305.6% | +386.6% |
| All | +309.8% | +5.5% | +304.3% | +386.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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