+52.5%
HST vs RGEN
+9.1%
+43.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.5% |
| 7D | +3.6% | -1.2% | +4.8% | +3.8% |
| 30D | +9.9% | -5.1% | +15.0% | +10.8% |
| 3M | +12.9% | +0.5% | +12.4% | +12.4% |
| 6M | +22.9% | +46.6% | -23.7% | +12.8% |
| YTD | +52.4% | +1.6% | +50.8% | +55.0% |
| 1Y | +52.5% | +5.4% | +47.2% | +52.5% |
| All | +52.5% | +9.1% | +43.4% | +52.5% |
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