+75.6%
HST vs SPXU
-30.4%
+106.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +0.1% |
| 7D | +3.3% | +2.2% | +1.2% | +3.9% |
| 30D | +16.4% | +3.8% | +12.6% | +17.6% |
| 3M | +5.5% | +3.3% | +2.2% | +6.6% |
| 6M | +31.1% | -16.7% | +47.8% | +26.0% |
| YTD | +55.9% | -28.6% | +84.6% | +44.4% |
| 1Y | +75.6% | -30.6% | +106.2% | +62.4% |
| All | +75.6% | -30.4% | +106.0% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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