+87.5%
HST vs AR
+48.6%
+38.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +3.6% | +7.4% | -3.8% | +2.9% |
| 30D | +11.2% | +5.8% | +5.4% | +10.5% |
| 3M | +13.1% | +5.2% | +7.9% | +12.3% |
| 6M | +23.9% | +5.4% | +18.5% | +22.8% |
| YTD | +52.3% | +12.4% | +39.9% | +48.4% |
| 1Y | +56.7% | +12.8% | +43.9% | +52.2% |
| 3Y | +87.5% | +47.2% | +40.3% | +68.2% |
| All | +87.5% | +48.6% | +38.9% | +68.2% |
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