+56.7%
HST vs ROIV
+87.6%
-30.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +3.6% | +1.7% | +1.9% | +3.4% |
| 30D | +11.2% | +17.6% | -6.4% | +10.0% |
| 3M | +13.1% | +9.0% | +4.1% | +12.3% |
| 6M | +23.9% | +35.3% | -11.4% | +20.2% |
| YTD | +52.3% | +82.2% | -29.9% | +44.4% |
| 1Y | +56.7% | +92.3% | -35.6% | +48.1% |
| All | +56.7% | +87.6% | -30.9% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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