+73.9%
HST vs DINO
+328.2%
-254.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -0.3% | +2.0% | -2.3% | -0.8% |
| 30D | -2.8% | +27.7% | -30.5% | -8.7% |
| 3M | -6.5% | +56.3% | -62.8% | -17.0% |
| 6M | +20.7% | +107.6% | -86.8% | -1.9% |
| YTD | +30.5% | +140.2% | -109.7% | +0.9% |
| 1Y | +36.8% | +113.0% | -76.2% | +9.3% |
| 3Y | +65.9% | +100.1% | -34.2% | +29.1% |
| 5Y | +73.9% | +328.7% | -254.8% | +3.0% |
| All | +73.9% | +328.2% | -254.3% | +3.0% |
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 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