+12.6%
HAS vs HIG
+122.5%
-110.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -1.6% |
| 7D | -3.1% | -1.1% | -2.0% | -2.7% |
| 30D | -2.7% | -4.9% | +2.2% | -0.7% |
| 3M | +8.9% | +6.8% | +2.1% | +5.5% |
| 6M | -2.9% | -1.7% | -1.2% | -2.6% |
| YTD | +12.6% | -0.2% | +12.9% | +12.3% |
| 1Y | +17.5% | +5.7% | +11.8% | +14.0% |
| 3Y | +46.2% | +100.3% | -54.1% | +3.2% |
| 5Y | +12.6% | +118.5% | -105.9% | -27.2% |
| All | +12.6% | +122.5% | -110.0% | -27.2% |
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