+301.7%
HIG vs TRU
+147.2%
+154.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | -1.5% | -2.7% | +1.3% | -0.6% |
| 30D | -0.4% | -2.0% | +1.7% | +0.1% |
| 3M | +6.7% | +18.4% | -11.8% | +0.6% |
| 6M | +2.0% | +8.9% | -6.9% | -1.8% |
| YTD | +0.3% | -8.9% | +9.2% | +1.2% |
| 1Y | +4.2% | -15.9% | +20.1% | +7.3% |
| 3Y | +102.2% | -1.1% | +103.3% | +85.7% |
| 5Y | +118.5% | -35.2% | +153.7% | +138.1% |
| All | +301.7% | +147.2% | +154.6% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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