+102.9%
HIG vs SAN
+342.3%
-239.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-10 to 2026-09-10.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -2.3% | -2.8% | +0.5% | -1.9% |
| 30D | -1.2% | -0.5% | -0.7% | -1.1% |
| 3M | +6.3% | +22.7% | -16.4% | +2.5% |
| 6M | +0.6% | +28.8% | -28.2% | -4.2% |
| YTD | +0.6% | +26.3% | -25.6% | -4.3% |
| 1Y | +6.1% | +48.8% | -42.7% | -2.6% |
| All | +102.9% | +342.3% | -239.4% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 2023-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SAN 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…
2023-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling