+75.6%
HST vs PNC
+32.8%
+42.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.3% |
| 7D | +3.3% | +2.3% | +1.0% | +2.1% |
| 30D | +16.4% | +7.0% | +9.4% | +12.3% |
| 3M | +5.5% | -7.3% | +12.8% | +9.7% |
| 6M | +31.1% | +8.9% | +22.2% | +24.2% |
| YTD | +55.9% | +15.5% | +40.4% | +41.5% |
| 1Y | +75.6% | +31.8% | +43.8% | +47.5% |
| All | +75.6% | +32.8% | +42.8% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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