+110.0%
HIG vs RACE
+64.4%
+45.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | +2.6% | -1.2% | +3.8% | +2.8% |
| 30D | +4.2% | +6.1% | -2.0% | +3.0% |
| 3M | +0.2% | -0.3% | +0.5% | +0.1% |
| 6M | +4.6% | +23.4% | -18.8% | -0.3% |
| YTD | +1.1% | +12.5% | -11.4% | -2.2% |
| 1Y | +4.7% | -0.5% | +5.1% | +4.0% |
| 3Y | +95.5% | +23.6% | +71.8% | +78.1% |
| All | +110.0% | +64.4% | +45.6% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling