+35.7%
HST vs SCCO
+105.9%
-70.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.0% | -5.3% | +4.2% | -0.3% |
| 30D | -12.3% | +0.9% | -13.1% | -12.4% |
| 3M | -6.4% | +2.4% | -8.8% | -7.0% |
| 6M | +15.0% | -2.4% | +17.4% | +13.4% |
| YTD | +30.5% | +42.4% | -11.9% | +22.2% |
| 1Y | +35.7% | +105.6% | -70.0% | +27.0% |
| All | +35.7% | +105.9% | -70.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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