+1,511.7%
HST vs GEN
+8,588.0%
-7,076.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.4% |
| 7D | -2.7% | +2.3% | -5.0% | -3.1% |
| 30D | +10.7% | +33.1% | -22.3% | +5.1% |
| 3M | +6.3% | +6.5% | -0.2% | +4.4% |
| 6M | +19.0% | +53.8% | -34.8% | +9.1% |
| YTD | +47.0% | +11.2% | +35.8% | +42.2% |
| 1Y | +53.4% | +19.4% | +34.1% | +46.6% |
| 3Y | +78.0% | +81.0% | -3.0% | +57.2% |
| 5Y | +71.7% | +33.4% | +38.2% | +58.0% |
| 10Y | +146.2% | +164.3% | -18.1% | +93.1% |
| All | +1,511.7% | +8,588.0% | -7,076.3% | +532.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling