+75.6%
HST vs RRX
+30.0%
+45.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +1.8% |
| 7D | +3.3% | +7.6% | -4.3% | +2.1% |
| 30D | +16.4% | +7.5% | +8.8% | +14.9% |
| 3M | +5.5% | -21.0% | +26.5% | +8.5% |
| 6M | +31.1% | -18.1% | +49.2% | +33.0% |
| YTD | +55.9% | +24.3% | +31.6% | +44.1% |
| 1Y | +75.6% | +29.3% | +46.3% | +60.8% |
| All | +75.6% | +30.0% | +45.6% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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