+114.2%
HIG vs WU
-51.3%
+165.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -1.5% | -3.5% | +2.0% | -0.6% |
| 30D | -0.4% | -2.9% | +2.6% | +0.3% |
| 3M | +6.7% | -2.3% | +8.9% | +6.2% |
| 6M | +2.0% | -25.4% | +27.3% | +8.6% |
| YTD | +0.3% | -21.2% | +21.5% | +5.2% |
| 1Y | +4.2% | -8.9% | +13.1% | +4.3% |
| 3Y | +102.2% | -29.0% | +131.2% | +113.8% |
| All | +114.2% | -51.3% | +165.6% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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