+87.5%
HST vs PAAS
+195.7%
-108.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +3.6% | -8.9% | +12.5% | +4.4% |
| 30D | +11.2% | -11.4% | +22.6% | +12.3% |
| 3M | +13.1% | -20.4% | +33.5% | +15.0% |
| 6M | +23.9% | -40.7% | +64.6% | +28.7% |
| YTD | +52.3% | -26.9% | +79.2% | +54.5% |
| 1Y | +56.7% | -3.1% | +59.7% | +55.2% |
| 3Y | +87.5% | +199.3% | -111.7% | +59.9% |
| All | +87.5% | +195.7% | -108.1% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling