+108.1%
HST vs INCY
+56.5%
+51.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +0.8% |
| 7D | +0.7% | -3.7% | +4.4% | +1.3% |
| 30D | -0.7% | +1.8% | -2.5% | -1.0% |
| 3M | -4.0% | +17.0% | -21.0% | -6.9% |
| 6M | +20.7% | +28.4% | -7.7% | +15.1% |
| YTD | +31.0% | +24.8% | +6.2% | +25.2% |
| 1Y | +36.2% | +42.9% | -6.7% | +26.7% |
| 3Y | +66.6% | +92.7% | -26.0% | +44.7% |
| 5Y | +75.8% | +73.3% | +2.4% | +54.6% |
| All | +108.1% | +56.5% | +51.6% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded INCY 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling