+24.1%
HAL vs HIG
+6.4%
+17.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.6% |
| 7D | +2.6% | -0.1% | +2.8% | +2.6% |
| 30D | -0.1% | +4.4% | -4.4% | +0.8% |
| 3M | -1.1% | 0.0% | -1.2% | -1.2% |
| 6M | -20.7% | +3.8% | -24.5% | -19.9% |
| YTD | +17.5% | +0.7% | +16.8% | +17.5% |
| 1Y | +24.1% | +5.0% | +19.1% | +26.2% |
| All | +24.1% | +6.4% | +17.7% | +26.2% |
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