+66.1%
HST vs DINO
+106.4%
-40.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.5% |
| 7D | +2.0% | +4.2% | -2.2% | +1.1% |
| 30D | -5.2% | +33.9% | -39.1% | -11.4% |
| 3M | -6.2% | +50.5% | -56.8% | -15.2% |
| 6M | +20.4% | +95.2% | -74.7% | +0.5% |
| YTD | +30.6% | +140.6% | -109.9% | +1.2% |
| 1Y | +37.4% | +119.0% | -81.6% | +9.5% |
| 3Y | +66.1% | +100.4% | -34.3% | +23.3% |
| All | +66.1% | +106.4% | -40.3% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling