+31.6%
HPQ vs HST
+36.5%
-5.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.5% | +8.0% | +8.3% |
| 7D | +9.8% | +0.9% | +8.9% | +9.5% |
| 30D | +22.4% | -2.5% | +24.8% | +23.3% |
| 3M | +45.2% | -5.1% | +50.3% | +48.0% |
| 6M | +96.4% | +21.6% | +74.8% | +81.7% |
| YTD | +65.4% | +31.6% | +33.8% | +47.5% |
| 1Y | +31.6% | +36.1% | -4.6% | +7.2% |
| All | +31.6% | +36.5% | -5.0% | +7.2% |
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