+71.7%
HST vs PAAS
+113.1%
-41.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | -1.0% | -2.9% | +1.9% | -0.7% |
| 30D | -12.3% | +6.8% | -19.1% | -13.1% |
| 3M | -6.4% | -2.9% | -3.5% | -6.5% |
| 6M | +15.0% | -16.4% | +31.4% | +16.5% |
| YTD | +30.5% | 0.0% | +30.5% | +28.5% |
| 1Y | +35.7% | +54.3% | -18.7% | +25.4% |
| 3Y | +68.4% | +230.7% | -162.3% | +33.0% |
| All | +71.7% | +113.1% | -41.3% | +45.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling