+69.6%
HST vs DAR
+13.3%
+56.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.4% |
| 7D | -1.0% | +1.4% | -2.4% | -1.3% |
| 30D | -12.3% | +12.8% | -25.0% | -14.4% |
| 3M | -6.4% | +7.4% | -13.7% | -8.0% |
| 6M | +15.0% | +22.3% | -7.3% | +9.4% |
| YTD | +30.5% | +81.1% | -50.6% | +13.4% |
| 1Y | +35.7% | +106.5% | -70.8% | +13.8% |
| All | +69.6% | +13.3% | +56.3% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling