+444.4%
HST vs AU
+607.0%
-162.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.1% |
| 7D | +3.6% | -7.2% | +10.8% | +4.3% |
| 30D | +11.2% | -2.9% | +14.1% | +11.4% |
| 3M | +13.1% | -8.7% | +21.8% | +13.7% |
| 6M | +23.9% | -14.1% | +38.1% | +24.9% |
| YTD | +52.3% | +4.8% | +47.5% | +49.1% |
| 1Y | +56.7% | +11.9% | +44.8% | +52.1% |
| 3Y | +87.5% | +513.8% | -426.3% | +46.6% |
| 5Y | +82.8% | +379.3% | -296.5% | +43.6% |
| 10Y | +134.6% | +837.1% | -702.5% | +52.9% |
| All | +444.4% | +607.0% | -162.6% | +272.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling