+942.5%
HIG vs WWD
+17,129.6%
-16,187.1%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.1% |
| 7D | -1.1% | +0.8% | -1.9% | -1.4% |
| 30D | -4.9% | -6.4% | +1.5% | -2.3% |
| 3M | +6.8% | -5.6% | +12.4% | +8.1% |
| 6M | -1.7% | -9.1% | +7.4% | +0.1% |
| YTD | -0.2% | +12.5% | -12.7% | -8.5% |
| 1Y | +5.7% | +41.3% | -35.6% | -13.4% |
| 3Y | +100.3% | +170.2% | -69.9% | +17.1% |
| 5Y | +118.5% | +192.5% | -74.0% | +19.3% |
| 10Y | +309.7% | +476.9% | -167.2% | +51.8% |
| All | +942.5% | +17,129.6% | -16,187.1% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling