+87.5%
HST vs DAR
+33.7%
+53.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +3.6% | +11.6% | -8.0% | +1.6% |
| 30D | +11.2% | -10.2% | +21.5% | +13.1% |
| 3M | +13.1% | -14.8% | +27.9% | +15.8% |
| 6M | +23.9% | -10.1% | +34.0% | +25.3% |
| YTD | +52.3% | +55.5% | -3.2% | +35.4% |
| 1Y | +56.7% | +61.7% | -5.0% | +37.9% |
| 3Y | +87.5% | +37.2% | +50.4% | +65.1% |
| All | +87.5% | +33.7% | +53.8% | +65.1% |
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