+84.2%
HST vs AVAV
+32.4%
+51.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.3% | +2.8% |
| 7D | +0.6% | 0.0% | +0.6% | +0.4% |
| 30D | +14.5% | -9.9% | +24.4% | +15.2% |
| 3M | +15.4% | -34.7% | +50.1% | +19.0% |
| 6M | +22.0% | -26.6% | +48.6% | +23.4% |
| YTD | +54.9% | -48.9% | +103.8% | +60.0% |
| 1Y | +54.0% | -63.0% | +117.0% | +64.7% |
| 3Y | +90.4% | +1.6% | +88.9% | +68.7% |
| 5Y | +84.2% | +34.5% | +49.7% | +48.8% |
| All | +84.2% | +32.4% | +51.8% | +48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling