+310.5%
HIG vs XPO
+9,736.1%
-9,425.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -2.3% | -1.3% | -1.0% | -2.1% |
| 30D | -1.2% | -10.4% | +9.1% | +0.1% |
| 3M | +6.3% | -15.7% | +22.0% | +8.4% |
| 6M | +0.6% | -6.3% | +6.9% | +0.9% |
| YTD | +0.6% | +34.2% | -33.6% | -4.3% |
| 1Y | +6.1% | +39.9% | -33.8% | 0.0% |
| 3Y | +102.0% | +155.2% | -53.3% | +70.6% |
| 5Y | +119.2% | +264.7% | -145.5% | +71.4% |
| 10Y | +312.5% | +1,500.1% | -1,187.6% | +163.3% |
| All | +310.5% | +9,736.1% | -9,425.7% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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