+1,683.3%
BE vs HIG
+101.4%
+1,581.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -2.9% |
| 7D | +23.9% | -0.5% | +24.4% | +23.9% |
| 30D | +27.8% | -2.8% | +30.7% | +28.2% |
| 3M | +3.7% | +6.3% | -2.6% | +1.5% |
| 6M | +78.0% | -0.1% | +78.1% | +77.1% |
| YTD | +209.9% | +0.4% | +209.5% | +206.3% |
| 1Y | +389.6% | +6.2% | +383.4% | +366.9% |
| All | +1,683.3% | +101.4% | +1,581.9% | +842.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling