+43.2%
HST vs SOLS
+22.7%
+20.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | +2.0% | +4.5% | -2.5% | +1.7% |
| 30D | -5.2% | +6.0% | -11.2% | -5.6% |
| 3M | -6.2% | -19.7% | +13.5% | -4.8% |
| 6M | +20.4% | -10.4% | +30.8% | +20.5% |
| YTD | +30.6% | +33.3% | -2.6% | +28.4% |
| All | +43.2% | +22.7% | +20.5% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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