+122.4%
HST vs BEN
+58.7%
+63.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +3.6% | +6.8% | -3.2% | 0.0% |
| 30D | +11.2% | +18.0% | -6.8% | +1.7% |
| 3M | +13.1% | +7.5% | +5.6% | +8.5% |
| 6M | +23.9% | +14.7% | +9.2% | +14.3% |
| YTD | +52.3% | +56.1% | -3.8% | +18.2% |
| 1Y | +56.7% | +69.6% | -12.9% | +16.3% |
| 3Y | +87.5% | +87.7% | -0.2% | +27.1% |
| 5Y | +82.8% | +28.6% | +54.2% | +49.3% |
| All | +122.4% | +58.7% | +63.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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