+35.7%
HST vs CRBG
+3.6%
+32.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | -1.0% | +5.7% | -6.7% | -2.6% |
| 30D | -12.3% | +2.6% | -14.9% | -13.0% |
| 3M | -6.4% | +31.6% | -37.9% | -14.3% |
| 6M | +15.0% | +32.8% | -17.8% | +4.3% |
| YTD | +30.5% | +16.5% | +14.0% | +23.2% |
| 1Y | +35.7% | +6.1% | +29.6% | +28.5% |
| All | +35.7% | +3.6% | +32.1% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 1y: compounded portfolio wealth divided by compounded CRBG 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…
1y analysis · Full analysis span regression · 6 months rolling