+56.3%
HST vs AHR
+394.2%
-338.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | +3.6% | -0.2% | +3.8% | +3.6% |
| 30D | +11.2% | +10.2% | +1.0% | +8.7% |
| 3M | +13.1% | +8.3% | +4.8% | +10.9% |
| 6M | +23.9% | +13.0% | +10.9% | +20.3% |
| YTD | +52.3% | +24.6% | +27.7% | +44.1% |
| 1Y | +56.7% | +22.2% | +34.4% | +48.7% |
| All | +56.3% | +394.2% | -338.0% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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