+301.7%
HIG vs BTG
+159.3%
+142.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -1.5% | -3.8% | +2.3% | -1.3% |
| 30D | -0.4% | +3.6% | -4.0% | -0.5% |
| 3M | +6.7% | +32.0% | -25.4% | +5.3% |
| 6M | +2.0% | +3.4% | -1.4% | +1.5% |
| YTD | +0.3% | +20.8% | -20.5% | -1.1% |
| 1Y | +4.2% | +22.4% | -18.2% | +2.4% |
| 3Y | +102.2% | +91.7% | +10.5% | +92.4% |
| 5Y | +118.5% | +79.0% | +39.5% | +107.6% |
| All | +301.7% | +159.3% | +142.5% | +280.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling