+71.6%
HST vs GEN
+32.5%
+39.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.6% |
| 7D | -2.7% | +2.3% | -5.0% | -3.2% |
| 30D | +10.7% | +33.1% | -22.3% | +2.8% |
| 3M | +6.3% | +6.5% | -0.2% | +3.7% |
| 6M | +19.0% | +53.8% | -34.8% | +3.8% |
| YTD | +47.0% | +11.2% | +35.8% | +40.7% |
| 1Y | +53.4% | +19.4% | +34.1% | +43.6% |
| 3Y | +78.0% | +81.0% | -3.0% | +47.7% |
| All | +71.6% | +32.5% | +39.1% | +50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling