+144.6%
HST vs PAAS
+168.2%
-23.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.4% | +5.6% |
| 7D | +0.6% | +4.2% | -3.6% | +0.2% |
| 30D | +14.5% | -13.8% | +28.3% | +15.7% |
| 3M | +15.4% | -22.7% | +38.1% | +17.4% |
| 6M | +22.0% | -32.1% | +54.1% | +24.9% |
| YTD | +54.9% | -22.3% | +77.1% | +56.3% |
| 1Y | +54.0% | +7.7% | +46.3% | +51.5% |
| 3Y | +90.4% | +214.0% | -123.6% | +70.4% |
| 5Y | +84.2% | +63.2% | +21.0% | +68.8% |
| 10Y | +144.6% | +185.5% | -40.9% | +124.5% |
| All | +144.6% | +168.2% | -23.6% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling