+56.7%
HST vs BTG
+17.5%
+39.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | +3.6% | -9.1% | +12.6% | +4.3% |
| 30D | +11.2% | -1.6% | +12.8% | +11.1% |
| 3M | +13.1% | -2.8% | +15.9% | +13.0% |
| 6M | +23.9% | -7.6% | +31.5% | +24.2% |
| YTD | +52.3% | +10.2% | +42.1% | +48.8% |
| 1Y | +56.7% | +21.3% | +35.4% | +51.4% |
| All | +56.7% | +17.5% | +39.1% | +51.4% |
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