+84.2%
HST vs MDY
+36.2%
+48.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.9% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +14.5% | +1.0% | +13.5% | +13.4% |
| 3M | +15.4% | -4.1% | +19.5% | +20.6% |
| 6M | +22.0% | +0.6% | +21.3% | +20.8% |
| YTD | +54.9% | +12.9% | +41.9% | +35.5% |
| 1Y | +54.0% | +14.6% | +39.4% | +32.5% |
| 3Y | +90.4% | +57.1% | +33.4% | +15.6% |
| 5Y | +84.2% | +37.1% | +47.1% | +33.7% |
| All | +84.2% | +36.2% | +48.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 5y: compounded portfolio wealth divided by compounded MDY 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…
5y analysis · Full analysis span regression · 6 months rolling