+73.7%
HST vs BEN
+42.4%
+31.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +2.0% | +4.7% | -2.7% | -0.4% |
| 30D | -5.2% | +2.6% | -7.8% | -6.6% |
| 3M | -6.2% | +11.5% | -17.7% | -11.7% |
| 6M | +20.4% | +35.3% | -14.9% | +1.8% |
| YTD | +30.6% | +48.6% | -18.0% | +5.0% |
| 1Y | +37.4% | +46.7% | -9.3% | +10.7% |
| 3Y | +66.1% | +57.0% | +9.1% | +25.0% |
| 5Y | +73.7% | +41.8% | +31.9% | +34.2% |
| All | +73.7% | +42.4% | +31.3% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling