+56.7%
HST vs RRC
+36.3%
+20.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | +3.6% | +6.4% | -2.8% | +3.8% |
| 30D | +11.2% | +23.9% | -12.7% | +12.8% |
| 3M | +13.1% | +30.2% | -17.1% | +15.5% |
| 6M | +23.9% | +26.3% | -2.3% | +26.0% |
| YTD | +52.3% | +48.1% | +4.2% | +54.0% |
| 1Y | +56.7% | +37.7% | +19.0% | +58.5% |
| All | +56.7% | +36.3% | +20.4% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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