+108.1%
HST vs DINO
+491.7%
-383.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.8% | +0.6% |
| 7D | +0.7% | +1.5% | -0.8% | +0.2% |
| 30D | -0.7% | +25.9% | -26.6% | -8.5% |
| 3M | -4.0% | +53.2% | -57.2% | -18.1% |
| 6M | +20.7% | +105.5% | -84.8% | -8.5% |
| YTD | +31.0% | +139.2% | -108.2% | -6.9% |
| 1Y | +36.2% | +117.4% | -81.2% | 0.0% |
| 3Y | +66.6% | +99.3% | -32.6% | +22.0% |
| 5Y | +75.8% | +333.0% | -257.2% | -10.4% |
| All | +108.1% | +491.7% | -383.6% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling