+1,345.0%
HAS vs HIG
+1,002.1%
+342.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | +2.3% | -3.2% | +5.5% | +2.8% |
| 3M | +10.4% | +9.1% | +1.2% | +8.7% |
| 6M | -3.2% | -1.8% | -1.5% | -3.1% |
| YTD | +15.4% | +1.8% | +13.6% | +14.9% |
| 1Y | +18.8% | +4.6% | +14.2% | +17.7% |
| 3Y | +43.9% | +101.6% | -57.7% | +27.9% |
| 5Y | +13.9% | +124.5% | -110.6% | -0.7% |
| 10Y | +56.4% | +317.8% | -261.4% | +22.7% |
| All | +1,345.0% | +1,002.1% | +342.9% | +657.5% |
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