+75.6%
HST vs MKTX
+5.4%
+70.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +3.3% | +0.5% | +2.8% | +3.3% |
| 30D | +16.4% | +1.0% | +15.4% | +16.4% |
| 3M | +5.5% | +2.5% | +3.0% | +5.6% |
| 6M | +31.1% | +8.0% | +23.1% | +33.1% |
| YTD | +55.9% | -7.3% | +63.2% | +60.2% |
| 1Y | +75.6% | +4.7% | +71.0% | +75.2% |
| All | +75.6% | +5.4% | +70.2% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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