+137.1%
HST vs DINO
+447.4%
-310.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.6% |
| 7D | -1.3% | -2.7% | +1.5% | -0.3% |
| 30D | +13.4% | -17.2% | +30.6% | +20.4% |
| 3M | +16.7% | +18.9% | -2.2% | +8.4% |
| 6M | +24.0% | +40.6% | -16.6% | +7.3% |
| YTD | +54.0% | +125.9% | -72.0% | +9.6% |
| 1Y | +55.0% | +90.9% | -35.9% | +17.5% |
| 3Y | +89.3% | +113.4% | -24.0% | +32.6% |
| 5Y | +85.4% | +258.3% | -172.9% | -0.8% |
| 10Y | +137.1% | +446.1% | -309.0% | -5.0% |
| All | +137.1% | +447.4% | -310.3% | -5.0% |
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