-59.0%
SKUU vs HIG
-0.3%
-58.6%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +2.4% | -12.7% | -2.8% |
| 7D | -25.6% | +6.2% | -31.8% | -9.0% |
| 30D | -49.6% | +9.4% | -59.0% | -32.7% |
| 3M | -26.8% | -2.3% | -24.5% | -26.1% |
| All | -59.0% | -0.3% | -58.6% | -56.8% |
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 · Available span rolling