+54.1%
HST vs MSFU
-13.8%
+67.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.2% | -0.6% |
| 7D | -1.3% | -12.7% | +11.4% | -1.3% |
| 30D | +13.4% | -9.0% | +22.4% | +13.3% |
| 3M | +16.7% | +2.9% | +13.8% | +17.0% |
| 6M | +24.0% | +43.5% | -19.5% | +25.3% |
| YTD | +54.0% | -2.4% | +56.4% | +49.3% |
| All | +54.1% | -13.8% | +67.9% | +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