+57.4%
INTC vs HIG
+12.7%
+44.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.1% | -0.4% |
| 7D | -39.0% | +6.2% | -45.2% | -33.2% |
| 30D | -49.8% | +9.4% | -59.3% | -42.6% |
| 3M | -42.2% | -2.3% | -39.9% | -42.2% |
| 6M | -39.2% | +4.2% | -43.3% | -31.8% |
| YTD | +57.9% | +1.6% | +56.3% | +72.1% |
| 1Y | +57.4% | +9.9% | +47.5% | +83.1% |
| All | +57.4% | +12.7% | +44.6% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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