+36.2%
HST vs EFX
-32.9%
+69.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.7% | -11.1% | +11.8% | +2.5% |
| 30D | -0.7% | -7.4% | +6.7% | +0.4% |
| 3M | -4.0% | +1.5% | -5.5% | -4.5% |
| 6M | +20.7% | -13.7% | +34.4% | +22.8% |
| YTD | +31.0% | -21.9% | +52.9% | +34.8% |
| 1Y | +36.2% | -30.8% | +67.0% | +39.3% |
| All | +36.2% | -32.9% | +69.1% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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