+65.2%
HAS vs HIG
+12.7%
+52.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.4% | +0.7% | +2.1% |
| 7D | +2.4% | +6.2% | -3.8% | +0.1% |
| 30D | +31.6% | +9.4% | +22.2% | +27.3% |
| 3M | +33.9% | -2.3% | +36.2% | +34.4% |
| 6M | +31.4% | +4.2% | +27.3% | +28.7% |
| YTD | +51.6% | +1.6% | +50.1% | +50.7% |
| 1Y | +65.2% | +9.9% | +55.3% | +59.0% |
| All | +65.2% | +12.7% | +52.4% | +59.0% |
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