+87.5%
HST vs ACI
-31.5%
+119.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +3.6% | +2.3% | +1.3% | +3.4% |
| 30D | +11.2% | +1.2% | +10.0% | +11.1% |
| 3M | +13.1% | +6.8% | +6.3% | +12.6% |
| 6M | +23.9% | -18.7% | +42.6% | +25.5% |
| YTD | +52.3% | -20.2% | +72.5% | +53.9% |
| 1Y | +56.7% | -23.7% | +80.4% | +59.2% |
| 3Y | +87.5% | -31.6% | +119.2% | +92.4% |
| All | +87.5% | -31.5% | +119.0% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling