+69.6%
HST vs SPXU
-81.1%
+150.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.7% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -12.3% | +0.8% | -13.1% | -11.9% |
| 3M | -6.4% | -4.7% | -1.7% | -7.2% |
| 6M | +15.0% | -29.6% | +44.6% | +3.4% |
| YTD | +30.5% | -29.9% | +60.4% | +17.8% |
| 1Y | +35.7% | -39.1% | +74.7% | +17.0% |
| All | +69.6% | -81.1% | +150.6% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling