+122.4%
HST vs HDB
+63.5%
+58.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.5% | -0.3% |
| 7D | +3.6% | +2.7% | +0.8% | +2.6% |
| 30D | +11.2% | +14.1% | -2.9% | +5.7% |
| 3M | +13.1% | +11.8% | +1.3% | +8.0% |
| 6M | +23.9% | +8.2% | +15.7% | +19.0% |
| YTD | +52.3% | -29.3% | +81.6% | +71.4% |
| 1Y | +56.7% | -28.8% | +85.5% | +75.7% |
| 3Y | +87.5% | -7.5% | +95.0% | +84.4% |
| 5Y | +82.8% | -23.1% | +105.8% | +90.6% |
| All | +122.4% | +63.5% | +58.9% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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