+379.0%
HAL vs HIG
+992.6%
-613.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.5% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | +1.0% | +5.4% | -4.4% | -0.5% |
| 3M | -2.1% | -0.9% | -1.2% | -2.1% |
| 6M | -17.5% | +4.8% | -22.3% | -19.0% |
| YTD | +18.1% | +0.9% | +17.2% | +16.9% |
| 1Y | +19.7% | +6.5% | +13.3% | +16.6% |
| 3Y | -7.9% | +95.7% | -103.7% | -24.0% |
| 5Y | +53.1% | +107.1% | -54.0% | +25.2% |
| 10Y | -16.8% | +262.6% | -279.4% | -39.7% |
| All | +379.0% | +992.6% | -613.6% | +122.6% |
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