+71.6%
HST vs DAR
-41.1%
+112.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -2.7% | -9.9% | +7.3% | +0.1% |
| 30D | +10.7% | -16.4% | +27.1% | +15.9% |
| 3M | +6.3% | -17.1% | +23.3% | +11.0% |
| 6M | +19.0% | -20.5% | +39.4% | +25.0% |
| YTD | +47.0% | +39.4% | +7.6% | +29.2% |
| 1Y | +53.4% | +57.2% | -3.8% | +29.6% |
| 3Y | +78.0% | +13.9% | +64.1% | +58.7% |
| All | +71.6% | -41.1% | +112.6% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling