+54.0%
HST vs AR
+9.7%
+44.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.3% | +1.0% | +5.7% |
| 7D | +0.6% | -5.8% | +6.3% | -0.2% |
| 30D | +14.5% | +4.8% | +9.7% | +15.1% |
| 3M | +15.4% | +1.5% | +13.9% | +15.7% |
| 6M | +22.0% | +4.7% | +17.3% | +23.2% |
| YTD | +54.9% | +9.2% | +45.7% | +55.8% |
| 1Y | +54.0% | +11.2% | +42.8% | +54.1% |
| All | +54.0% | +9.7% | +44.3% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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