+85.4%
HST vs DINO
+260.8%
-175.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.0% | -3.6% | -1.3% |
| 7D | -1.3% | -2.7% | +1.5% | -0.6% |
| 30D | +13.4% | -17.2% | +30.6% | +18.1% |
| 3M | +16.7% | +18.9% | -2.2% | +10.8% |
| 6M | +24.0% | +40.6% | -16.6% | +12.0% |
| YTD | +54.0% | +125.9% | -72.0% | +19.7% |
| 1Y | +55.0% | +90.9% | -35.9% | +26.7% |
| 3Y | +89.3% | +113.4% | -24.0% | +43.2% |
| 5Y | +85.4% | +258.3% | -172.9% | +14.7% |
| All | +85.4% | +260.8% | -175.4% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling