+109.7%
HAL vs HIG
+122.5%
-12.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | +0.4% |
| 7D | +0.5% | -1.1% | +1.5% | +1.0% |
| 30D | +15.9% | -4.9% | +20.8% | +19.1% |
| 3M | -8.7% | +6.8% | -15.5% | -12.9% |
| 6M | +9.0% | -1.7% | +10.7% | +8.7% |
| YTD | +32.0% | -0.2% | +32.2% | +29.9% |
| 1Y | +72.5% | +5.7% | +66.8% | +62.5% |
| 3Y | -4.5% | +100.3% | -104.8% | -46.7% |
| 5Y | +109.7% | +118.5% | -8.8% | +5.6% |
| All | +109.7% | +122.5% | -12.9% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling