+82.9%
HST vs PAAS
+51.0%
+32.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | -0.5% |
| 7D | +3.6% | -7.0% | +10.7% | +4.5% |
| 30D | +9.9% | -15.3% | +25.2% | +12.0% |
| 3M | +12.9% | -27.7% | +40.7% | +17.0% |
| 6M | +22.9% | -40.5% | +63.3% | +29.9% |
| YTD | +52.4% | -26.5% | +78.9% | +55.3% |
| 1Y | +52.5% | -0.8% | +53.3% | +49.1% |
| 3Y | +87.4% | +196.9% | -109.5% | +47.3% |
| 5Y | +82.9% | +49.2% | +33.8% | +76.1% |
| All | +82.9% | +51.0% | +32.0% | +76.1% |
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