+102.2%
HIG vs SPXU
-79.9%
+182.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.7% |
| 7D | -1.5% | +2.5% | -3.9% | -1.1% |
| 30D | -0.4% | +4.2% | -4.5% | +0.2% |
| 3M | +6.7% | -9.3% | +15.9% | +5.3% |
| 6M | +2.0% | -30.7% | +32.7% | -3.4% |
| YTD | +0.3% | -28.1% | +28.4% | -4.2% |
| 1Y | +4.2% | -35.2% | +39.4% | -2.1% |
| 3Y | +102.2% | -79.9% | +182.2% | +61.2% |
| All | +102.2% | -79.9% | +182.2% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling