+114.2%
HIG vs FND
-63.3%
+177.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.4% |
| 7D | -1.5% | -5.8% | +4.3% | -0.8% |
| 30D | -0.4% | -20.2% | +19.9% | +2.2% |
| 3M | +6.7% | -12.0% | +18.6% | +7.8% |
| 6M | +2.0% | -18.5% | +20.5% | +3.6% |
| YTD | +0.3% | -22.3% | +22.5% | +2.0% |
| 1Y | +4.2% | -47.6% | +51.8% | +11.4% |
| 3Y | +102.2% | -49.8% | +152.0% | +111.1% |
| All | +114.2% | -63.3% | +177.5% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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