+54.0%
HST vs RVTY
+74.8%
-20.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.8% |
| 7D | +0.6% | -2.7% | +3.3% | +1.1% |
| 30D | +14.5% | +3.2% | +11.2% | +13.8% |
| 3M | +15.4% | +37.2% | -21.8% | +8.1% |
| 6M | +22.0% | +57.7% | -35.7% | +10.2% |
| YTD | +54.9% | +64.8% | -10.0% | +36.1% |
| 1Y | +54.0% | +72.8% | -18.9% | +31.4% |
| All | +54.0% | +74.8% | -20.8% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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