+36.2%
HST vs BTG
+27.7%
+8.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.6% |
| 7D | +0.7% | -5.5% | +6.1% | +1.0% |
| 30D | -0.7% | +6.1% | -6.8% | -1.0% |
| 3M | -4.0% | +38.6% | -42.7% | -5.9% |
| 6M | +20.7% | +0.7% | +20.0% | +19.7% |
| YTD | +31.0% | +20.3% | +10.7% | +29.6% |
| 1Y | +36.2% | +25.0% | +11.2% | +34.7% |
| All | +36.2% | +27.7% | +8.5% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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