+35.7%
HST vs BIYA
-98.3%
+134.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.3% |
| 7D | -1.0% | +1.3% | -2.4% | -1.0% |
| 30D | -12.3% | -21.0% | +8.7% | -12.1% |
| 3M | -6.4% | -74.3% | +68.0% | -6.1% |
| 6M | +15.0% | -84.6% | +99.6% | +15.1% |
| YTD | +30.5% | -94.2% | +124.7% | +33.3% |
| 1Y | +35.7% | -98.2% | +133.9% | +42.6% |
| All | +35.7% | -98.3% | +134.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 1y: compounded portfolio wealth divided by compounded BIYA 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…
1y analysis · Full analysis span regression · 6 months rolling