+52.5%
HST vs RRC
+35.0%
+17.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -1.0% |
| 7D | +3.6% | +2.5% | +1.1% | +3.7% |
| 30D | +9.9% | +21.1% | -11.2% | +11.3% |
| 3M | +12.9% | +28.4% | -15.4% | +15.1% |
| 6M | +22.9% | +26.5% | -3.6% | +24.9% |
| YTD | +52.4% | +47.0% | +5.4% | +53.5% |
| 1Y | +52.5% | +35.2% | +17.3% | +54.0% |
| All | +52.5% | +35.0% | +17.5% | +54.0% |
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