+82.9%
HST vs SPMO
+118.7%
-35.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +3.6% | +9.8% | -6.2% | -2.9% |
| 30D | +9.9% | -9.2% | +19.1% | +16.9% |
| 3M | +12.9% | -11.0% | +23.9% | +21.4% |
| 6M | +22.9% | -6.6% | +29.5% | +24.6% |
| YTD | +52.4% | +13.3% | +39.1% | +30.9% |
| 1Y | +52.5% | +12.7% | +39.9% | +31.4% |
| 3Y | +87.4% | +127.5% | -40.1% | -21.4% |
| 5Y | +82.9% | +117.4% | -34.4% | -19.5% |
| All | +82.9% | +118.7% | -35.8% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 5y: compounded portfolio wealth divided by compounded SPMO 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…
5y analysis · Full analysis span regression · 6 months rolling