+66.1%
HST vs RUN
-35.6%
+101.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -0.2% |
| 7D | +2.0% | +10.2% | -8.2% | +1.3% |
| 30D | -5.2% | -9.6% | +4.4% | -4.6% |
| 3M | -6.2% | -31.5% | +25.3% | -4.1% |
| 6M | +20.4% | -18.7% | +39.1% | +21.2% |
| YTD | +30.6% | -49.9% | +80.5% | +34.9% |
| 1Y | +37.4% | -45.5% | +82.9% | +40.4% |
| 3Y | +66.1% | -34.1% | +100.2% | +49.5% |
| All | +66.1% | -35.6% | +101.7% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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