+108.1%
HST vs AU
+694.8%
-586.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.7% | +0.5% |
| 7D | +0.7% | -7.0% | +7.7% | +0.8% |
| 30D | -0.7% | +7.3% | -8.0% | -0.8% |
| 3M | -4.0% | +33.2% | -37.2% | -4.5% |
| 6M | +20.7% | -0.6% | +21.3% | +20.4% |
| YTD | +31.0% | +26.2% | +4.9% | +30.5% |
| 1Y | +36.2% | +68.3% | -32.0% | +35.5% |
| 3Y | +66.6% | +592.1% | -525.5% | +63.8% |
| 5Y | +75.8% | +685.3% | -609.5% | +73.5% |
| All | +108.1% | +694.8% | -586.7% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling