+1,330.6%
HST vs EAT
+11,644.8%
-10,314.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -1.0% | 0.0% | -1.0% | -1.1% |
| 30D | -12.3% | +1.9% | -14.1% | -13.1% |
| 3M | -6.4% | +68.7% | -75.0% | -22.2% |
| 6M | +15.0% | +66.9% | -51.9% | -5.6% |
| YTD | +30.5% | +60.4% | -29.9% | +8.0% |
| 1Y | +35.7% | +44.0% | -8.3% | +14.9% |
| 3Y | +68.4% | +604.7% | -536.3% | -22.8% |
| 5Y | +73.1% | +347.0% | -273.9% | -12.6% |
| 10Y | +92.7% | +390.8% | -298.0% | -23.9% |
| All | +1,330.6% | +11,644.8% | -10,314.2% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 all: compounded portfolio wealth divided by compounded EAT 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…
all analysis · Full analysis span regression · 6 months rolling