+137.6%
HST vs GEN
+157.3%
-19.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.5% |
| 7D | -2.7% | +2.3% | -5.0% | -3.1% |
| 30D | +10.7% | +33.1% | -22.3% | +4.2% |
| 3M | +6.3% | +6.5% | -0.2% | +4.1% |
| 6M | +19.0% | +53.8% | -34.8% | +7.1% |
| YTD | +47.0% | +11.2% | +35.8% | +41.5% |
| 1Y | +53.4% | +19.4% | +34.1% | +45.4% |
| 3Y | +78.0% | +81.0% | -3.0% | +54.6% |
| 5Y | +71.7% | +33.4% | +38.2% | +55.4% |
| All | +137.6% | +157.3% | -19.7% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling