+75.6%
HST vs DINO
+105.4%
-29.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.8% | +9.0% | +1.2% |
| 7D | +3.3% | -6.6% | +9.9% | +3.3% |
| 30D | +16.4% | -9.2% | +25.6% | +16.3% |
| 3M | +5.5% | +19.2% | -13.8% | +5.2% |
| 6M | +31.1% | +47.6% | -16.4% | +29.9% |
| YTD | +55.9% | +132.2% | -76.3% | +39.4% |
| 1Y | +75.6% | +102.0% | -26.4% | +68.5% |
| All | +75.6% | +105.4% | -29.8% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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