+1,330.6%
HST vs GEN
+8,838.8%
-7,508.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +0.7% |
| 7D | -1.0% | -1.2% | +0.2% | -0.8% |
| 30D | -12.3% | +10.1% | -22.4% | -13.8% |
| 3M | -6.4% | +16.1% | -22.4% | -9.0% |
| 6M | +15.0% | +38.9% | -23.8% | +7.8% |
| YTD | +30.5% | +14.4% | +16.1% | +26.3% |
| 1Y | +35.7% | +5.9% | +29.8% | +33.1% |
| 3Y | +68.4% | +58.8% | +9.6% | +53.0% |
| 5Y | +73.1% | +24.7% | +48.5% | +62.0% |
| 10Y | +92.7% | +163.1% | -70.3% | +51.9% |
| All | +1,330.6% | +8,838.8% | -7,508.2% | +462.3% |
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