+75.6%
HST vs PEG
-6.2%
+81.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.2% |
| 7D | +3.3% | +1.0% | +2.3% | +3.0% |
| 30D | +16.4% | +6.6% | +9.7% | +14.4% |
| 3M | +5.5% | -3.1% | +8.6% | +6.7% |
| 6M | +31.1% | -7.4% | +38.5% | +34.4% |
| YTD | +55.9% | -6.4% | +62.4% | +56.3% |
| 1Y | +75.6% | -7.4% | +83.1% | +77.9% |
| All | +75.6% | -6.2% | +81.8% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling