+211.6%
HAS vs HIG
+94.4%
+117.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.5% |
| 7D | +2.2% | -0.5% | +2.6% | +2.4% |
| 30D | +29.6% | +4.5% | +25.1% | +27.6% |
| 3M | +30.3% | -5.5% | +35.7% | +32.7% |
| 6M | +25.6% | +3.1% | +22.5% | +23.7% |
| YTD | +50.8% | -0.8% | +51.6% | +50.8% |
| 1Y | +63.0% | +6.1% | +56.9% | +59.1% |
| 3Y | +211.6% | +94.1% | +117.5% | +186.4% |
| All | +211.6% | +94.4% | +117.2% | +186.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling