+56.7%
HST vs RACE
-1.0%
+57.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.4% |
| 7D | +3.6% | -1.2% | +4.8% | +3.9% |
| 30D | +11.2% | +6.1% | +5.1% | +9.8% |
| 3M | +13.1% | -0.3% | +13.4% | +13.1% |
| 6M | +23.9% | +23.4% | +0.5% | +17.4% |
| YTD | +52.3% | +12.5% | +39.8% | +44.2% |
| 1Y | +56.7% | -0.5% | +57.1% | +54.5% |
| All | +56.7% | -1.0% | +57.7% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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