+78.1%
HST vs AVAV
-14.7%
+92.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -9.8% | +4.2% | -5.2% |
| 7D | -4.2% | -24.3% | +20.2% | -3.0% |
| 30D | +9.6% | -28.9% | +38.4% | +11.1% |
| 3M | -1.1% | -39.3% | +38.2% | +0.8% |
| 6M | +21.1% | -38.8% | +59.8% | +22.8% |
| YTD | +47.1% | -57.8% | +104.9% | +51.3% |
| 1Y | +64.0% | -70.9% | +134.9% | +73.0% |
| All | +78.1% | -14.7% | +92.8% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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