+137.6%
HST vs PAAS
+192.1%
-54.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -2.7% | +8.4% | -11.1% | -3.3% |
| 30D | +10.7% | -7.2% | +17.9% | +11.3% |
| 3M | +6.3% | -14.0% | +20.3% | +7.2% |
| 6M | +19.0% | -26.8% | +45.7% | +21.2% |
| YTD | +47.0% | -19.8% | +66.8% | +48.0% |
| 1Y | +53.4% | +22.8% | +30.6% | +49.6% |
| 3Y | +78.0% | +183.6% | -105.6% | +60.3% |
| 5Y | +71.7% | +73.8% | -2.1% | +56.8% |
| All | +137.6% | +192.1% | -54.5% | +117.0% |
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