+26.7%
Q vs HIG
+12.3%
+14.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.1% |
| 7D | +0.2% | +0.3% | -0.1% | +0.4% |
| 30D | -11.1% | -3.2% | -7.9% | -12.5% |
| 3M | -22.1% | +9.1% | -31.3% | -19.3% |
| 6M | +0.5% | -1.8% | +2.3% | +2.3% |
| YTD | +47.8% | +1.8% | +46.0% | +51.9% |
| All | +26.7% | +12.3% | +14.5% | +26.7% |
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