+439.2%
HAL vs HIG
+1,002.1%
-562.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | +2.9% | +0.3% | +2.6% | +2.8% |
| 30D | +17.0% | -3.2% | +20.3% | +18.0% |
| 3M | -9.7% | +9.1% | -18.8% | -12.1% |
| 6M | +8.6% | -1.8% | +10.4% | +8.5% |
| YTD | +33.0% | +1.8% | +31.2% | +31.5% |
| 1Y | +68.3% | +4.6% | +63.8% | +65.1% |
| 3Y | +0.1% | +101.6% | -101.5% | -17.9% |
| 5Y | +102.6% | +124.5% | -21.9% | +62.7% |
| 10Y | +3.8% | +317.8% | -314.0% | -26.9% |
| All | +439.2% | +1,002.1% | -562.8% | +150.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling