+56.7%
HST vs RRX
+29.3%
+27.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | +3.6% | +4.3% | -0.8% | +2.8% |
| 30D | +11.2% | +12.3% | -1.1% | +9.0% |
| 3M | +13.1% | +3.7% | +9.4% | +12.1% |
| 6M | +23.9% | -13.9% | +37.8% | +24.9% |
| YTD | +52.3% | +26.5% | +25.8% | +37.5% |
| 1Y | +56.7% | +29.3% | +27.4% | +40.3% |
| All | +56.7% | +29.3% | +27.3% | +40.3% |
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