+122.4%
HST vs PAAS
+205.7%
-83.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +3.6% | -8.9% | +12.5% | +4.3% |
| 30D | +11.2% | -11.4% | +22.6% | +12.2% |
| 3M | +13.1% | -20.4% | +33.5% | +14.8% |
| 6M | +23.9% | -40.7% | +64.6% | +28.3% |
| YTD | +52.3% | -26.9% | +79.2% | +54.4% |
| 1Y | +56.7% | -3.1% | +59.7% | +55.4% |
| 3Y | +87.5% | +199.3% | -111.7% | +68.0% |
| 5Y | +82.8% | +48.3% | +34.5% | +68.2% |
| All | +122.4% | +205.7% | -83.3% | +104.7% |
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