+35.7%
HST vs NXT
+26.2%
+9.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | -12.3% | -15.3% | +3.1% | -11.6% |
| 3M | -6.4% | -43.8% | +37.4% | -3.8% |
| 6M | +15.0% | -18.7% | +33.7% | +14.5% |
| YTD | +30.5% | -3.0% | +33.5% | +28.4% |
| 1Y | +35.7% | +22.7% | +12.9% | +32.6% |
| All | +35.7% | +26.2% | +9.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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