+55.0%
HST vs DINO
+88.7%
-33.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -0.6% |
| 7D | -1.3% | -2.7% | +1.5% | -1.3% |
| 30D | +13.4% | -17.2% | +30.6% | +13.1% |
| 3M | +16.7% | +18.9% | -2.2% | +16.5% |
| 6M | +24.0% | +40.6% | -16.6% | +23.7% |
| YTD | +54.0% | +125.9% | -72.0% | +41.3% |
| 1Y | +55.0% | +90.9% | -35.9% | +50.9% |
| All | +55.0% | +88.7% | -33.7% | +50.9% |
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