+9.9%
HIG vs BBWI
+2.4%
+7.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.1% | -1.7% | +2.3% |
| 7D | +6.2% | +8.8% | -2.6% | +6.1% |
| 30D | +9.4% | +34.8% | -25.4% | +9.2% |
| 3M | -2.3% | +12.9% | -15.3% | -2.8% |
| 6M | +4.2% | +29.6% | -25.4% | +4.1% |
| YTD | +1.6% | +20.8% | -19.2% | +1.9% |
| 1Y | +9.9% | +4.1% | +5.8% | +9.6% |
| All | +9.9% | +2.4% | +7.5% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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