+1,788.4%
HAS vs HIG
+974.1%
+814.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.0% | +1.6% |
| 7D | +2.2% | -0.5% | +2.6% | +2.3% |
| 30D | +29.6% | +4.5% | +25.1% | +28.7% |
| 3M | +30.3% | -5.5% | +35.7% | +31.5% |
| 6M | +25.6% | +3.1% | +22.5% | +24.8% |
| YTD | +50.8% | -0.8% | +51.6% | +50.8% |
| 1Y | +63.0% | +6.1% | +56.9% | +61.2% |
| 3Y | +211.6% | +94.1% | +117.5% | +178.5% |
| 5Y | +50.4% | +106.4% | -56.0% | +32.9% |
| 10Y | +101.9% | +265.1% | -163.2% | +61.4% |
| All | +1,788.4% | +974.1% | +814.3% | +894.1% |
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