+75.6%
HST vs ENB
+9.4%
+66.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +3.3% | +0.5% | +2.9% | +3.3% |
| 30D | +16.4% | +6.0% | +10.4% | +16.1% |
| 3M | +5.5% | -7.4% | +12.9% | +5.8% |
| 6M | +31.1% | -8.5% | +39.6% | +31.6% |
| YTD | +55.9% | +6.1% | +49.8% | +50.7% |
| 1Y | +75.6% | +9.4% | +66.2% | +66.9% |
| All | +75.6% | +9.4% | +66.2% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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