+87.7%
HST vs RRX
+68.3%
+19.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | +3.6% | +12.6% | -9.0% | +0.3% |
| 30D | +9.9% | +10.6% | -0.7% | +6.5% |
| 3M | +12.9% | +4.6% | +8.3% | +10.9% |
| 6M | +22.9% | -13.6% | +36.5% | +25.0% |
| YTD | +52.4% | +29.4% | +23.0% | +32.5% |
| 1Y | +52.5% | +31.9% | +20.6% | +31.3% |
| All | +87.7% | +68.3% | +19.3% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling