+33.8%
HST vs AHR
+357.7%
-323.9%
-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% | +0.2% |
| 7D | -0.3% | -4.3% | +4.0% | +0.7% |
| 30D | -2.8% | -3.1% | +0.3% | -2.2% |
| 3M | -6.5% | +15.7% | -22.1% | -9.7% |
| 6M | +20.7% | +4.1% | +16.6% | +19.3% |
| YTD | +30.5% | +15.4% | +15.0% | +25.7% |
| 1Y | +36.8% | +28.0% | +8.8% | +27.9% |
| All | +33.8% | +357.7% | -323.9% | -6.1% |
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