+107.0%
HST vs IBN
+312.2%
-205.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.5% |
| 7D | -0.3% | -5.1% | +4.8% | +1.6% |
| 30D | -2.8% | -3.5% | +0.7% | -1.5% |
| 3M | -6.5% | +11.3% | -17.8% | -10.3% |
| 6M | +20.7% | +4.4% | +16.3% | +18.4% |
| YTD | +30.5% | -1.8% | +32.3% | +30.7% |
| 1Y | +36.8% | -8.0% | +44.8% | +40.0% |
| 3Y | +65.9% | +27.1% | +38.8% | +48.3% |
| 5Y | +73.9% | +54.5% | +19.4% | +43.9% |
| 10Y | +107.0% | +314.2% | -207.2% | +35.2% |
| All | +107.0% | +312.2% | -205.2% | +35.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling