+75.6%
HST vs IBN
+4.2%
+71.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.8% | -2.5% | +0.1% |
| 7D | +3.3% | +8.9% | -5.6% | +0.6% |
| 30D | +16.4% | +12.6% | +3.7% | +12.0% |
| 3M | +5.5% | +3.1% | +2.4% | +4.2% |
| 6M | +31.1% | +20.6% | +10.5% | +23.2% |
| YTD | +55.9% | +5.8% | +50.2% | +50.1% |
| 1Y | +75.6% | +3.7% | +72.0% | +68.0% |
| All | +75.6% | +4.2% | +71.4% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling