+78.0%
HST vs AR
+19.9%
+58.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -2.7% | -14.3% | +11.6% | -1.3% |
| 30D | +10.7% | +1.4% | +9.3% | +10.4% |
| 3M | +6.3% | +3.4% | +2.9% | +5.6% |
| 6M | +19.0% | -2.1% | +21.0% | +18.7% |
| YTD | +47.0% | +4.7% | +42.3% | +44.2% |
| 1Y | +53.4% | +10.6% | +42.9% | +48.7% |
| 3Y | +78.0% | +24.6% | +53.4% | +65.9% |
| All | +78.0% | +19.9% | +58.1% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling