+87.5%
HST vs GEN
+67.9%
+19.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.6% |
| 7D | +3.6% | +2.0% | +1.5% | +3.1% |
| 30D | +11.2% | +27.7% | -16.5% | +4.7% |
| 3M | +13.1% | +3.3% | +9.8% | +11.7% |
| 6M | +23.9% | +31.8% | -7.9% | +13.5% |
| YTD | +52.3% | +13.5% | +38.8% | +46.6% |
| 1Y | +56.7% | +16.0% | +40.6% | +49.6% |
| 3Y | +87.5% | +70.6% | +16.9% | +58.8% |
| All | +87.5% | +67.9% | +19.6% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling