+143.3%
DELL vs HST
+76.4%
+66.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -9.0% |
| 7D | -24.6% | +3.3% | -27.9% | -24.9% |
| 30D | -32.5% | +16.4% | -48.8% | -33.7% |
| 3M | -20.2% | +5.5% | -25.7% | -21.5% |
| 6M | +76.5% | +31.1% | +45.3% | +67.8% |
| YTD | +198.9% | +55.9% | +143.0% | +172.2% |
| 1Y | +143.3% | +75.6% | +67.7% | +114.0% |
| All | +143.3% | +76.4% | +66.9% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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