+75.6%
HST vs BTDR
-69.9%
+145.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.6% | +6.9% | +1.5% |
| 7D | +3.3% | -17.6% | +20.9% | +4.1% |
| 30D | +16.4% | -40.3% | +56.6% | +18.7% |
| 3M | +5.5% | -42.6% | +48.1% | +7.4% |
| 6M | +31.1% | -46.3% | +77.4% | +33.1% |
| YTD | +55.9% | -41.7% | +97.7% | +56.0% |
| 1Y | +75.6% | -69.4% | +145.0% | +79.5% |
| All | +75.6% | -69.9% | +145.5% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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