+46.2%
HST vs RGEN
+20.1%
+26.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.5% |
| 7D | -2.7% | -1.9% | -0.7% | -2.4% |
| 30D | +10.7% | +3.7% | +7.0% | +10.2% |
| 3M | +6.3% | +8.8% | -2.6% | +4.5% |
| 6M | +19.0% | +38.0% | -19.0% | +11.9% |
| YTD | +47.0% | +5.9% | +41.2% | +46.7% |
| All | +46.2% | +20.1% | +26.0% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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