+301.7%
HIG vs RACE
+844.0%
-542.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | -1.5% | +0.9% | -2.4% | -1.7% |
| 30D | -0.4% | +1.6% | -2.0% | -0.9% |
| 3M | +6.7% | +13.2% | -6.5% | +2.5% |
| 6M | +2.0% | +22.9% | -20.9% | -4.8% |
| YTD | +0.3% | +13.3% | -13.0% | -4.4% |
| 1Y | +4.2% | -12.7% | +16.9% | +6.7% |
| 3Y | +102.2% | +40.3% | +61.9% | +71.7% |
| 5Y | +118.5% | +96.5% | +22.0% | +60.1% |
| All | +301.7% | +844.0% | -542.2% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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