+37.4%
HST vs RVTY
+48.7%
-11.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.5% |
| 7D | +2.0% | +0.4% | +1.6% | +1.9% |
| 30D | -5.2% | +10.8% | -16.1% | -7.1% |
| 3M | -6.2% | +26.8% | -33.0% | -10.7% |
| 6M | +20.4% | +39.3% | -18.9% | +11.6% |
| YTD | +30.6% | +31.6% | -1.0% | +22.7% |
| 1Y | +37.4% | +47.7% | -10.3% | +27.9% |
| All | +37.4% | +48.7% | -11.3% | +27.9% |
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