+35.7%
HST vs ET
+31.4%
+4.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -1.0% | +0.9% | -1.9% | -1.0% |
| 30D | -12.3% | +7.5% | -19.7% | -12.0% |
| 3M | -6.4% | +11.4% | -17.8% | -6.3% |
| 6M | +15.0% | +18.5% | -3.5% | +13.5% |
| YTD | +30.5% | +37.4% | -6.9% | +24.0% |
| 1Y | +35.7% | +30.9% | +4.7% | +30.5% |
| All | +35.7% | +31.4% | +4.3% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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