+54.0%
HST vs MSFU
-6.0%
+59.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.3% | +6.9% | +2.6% |
| 7D | +0.6% | +4.0% | -3.5% | +0.7% |
| 30D | +14.5% | -2.3% | +16.8% | +14.5% |
| 3M | +15.4% | +7.1% | +8.3% | +15.7% |
| 6M | +22.0% | +48.9% | -26.9% | +23.3% |
| YTD | +54.9% | +2.4% | +52.4% | +50.1% |
| 1Y | +54.0% | -8.1% | +62.1% | +48.7% |
| All | +54.0% | -6.0% | +59.9% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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