+144.6%
HST vs IBN
+364.2%
-219.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.9% | +2.4% | +4.2% |
| 7D | +0.6% | +15.8% | -15.2% | -5.0% |
| 30D | +14.5% | +25.1% | -10.6% | +5.0% |
| 3M | +15.4% | +16.0% | -0.5% | +8.8% |
| 6M | +22.0% | +32.8% | -10.8% | +9.1% |
| YTD | +54.9% | +18.0% | +36.8% | +44.4% |
| 1Y | +54.0% | +15.9% | +38.1% | +44.5% |
| 3Y | +90.4% | +57.6% | +32.8% | +56.0% |
| 5Y | +84.2% | +74.7% | +9.5% | +44.7% |
| 10Y | +144.6% | +373.9% | -229.3% | +52.2% |
| All | +144.6% | +364.2% | -219.5% | +52.2% |
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