+87.5%
HST vs NXT
+175.5%
-88.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.2% |
| 7D | +3.6% | -9.4% | +13.0% | +4.3% |
| 30D | +11.2% | +15.1% | -3.9% | +9.9% |
| 3M | +13.1% | -9.1% | +22.2% | +13.5% |
| 6M | +23.9% | -30.3% | +54.2% | +26.2% |
| YTD | +52.3% | +9.1% | +43.2% | +48.3% |
| 1Y | +56.7% | +7.9% | +48.8% | +52.5% |
| 3Y | +87.5% | +176.5% | -89.0% | +56.0% |
| All | +87.5% | +175.5% | -88.0% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling