+137.1%
HST vs PAAS
+183.5%
-46.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -1.3% | -5.2% | +3.9% | -0.9% |
| 30D | +13.4% | -13.9% | +27.3% | +14.6% |
| 3M | +16.7% | -23.8% | +40.5% | +18.8% |
| 6M | +24.0% | -36.4% | +60.4% | +27.7% |
| YTD | +54.0% | -23.4% | +77.3% | +55.5% |
| 1Y | +55.0% | +5.6% | +49.4% | +52.7% |
| 3Y | +89.3% | +209.7% | -120.4% | +69.1% |
| 5Y | +85.4% | +55.6% | +29.9% | +70.0% |
| 10Y | +137.1% | +212.2% | -75.1% | +117.8% |
| All | +137.1% | +183.5% | -46.4% | +117.8% |
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