+78.1%
HST vs PCOR
+44.3%
+33.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | 0.0% | -5.7% | -5.7% |
| 7D | -4.2% | +23.7% | -27.9% | -8.7% |
| 30D | +9.6% | +39.0% | -29.4% | +1.7% |
| 3M | -1.1% | +35.8% | -36.9% | -8.2% |
| 6M | +21.1% | +38.2% | -17.1% | +11.2% |
| YTD | +47.1% | +3.9% | +43.2% | +44.6% |
| 1Y | +64.0% | +5.7% | +58.3% | +60.2% |
| All | +78.1% | +44.3% | +33.8% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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