+37.4%
HST vs MSTU
-93.3%
+130.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.6% | +8.7% | +0.2% |
| 7D | +2.0% | +16.1% | -14.2% | +1.6% |
| 30D | -5.2% | +68.7% | -73.9% | -6.6% |
| 3M | -6.2% | -11.0% | +4.8% | -6.5% |
| 6M | +20.4% | -33.4% | +53.8% | +19.8% |
| YTD | +30.6% | -59.5% | +90.1% | +29.4% |
| 1Y | +37.4% | -93.4% | +130.7% | +43.0% |
| All | +37.4% | -93.3% | +130.7% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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