+406.0%
HST vs SPXU
-100.0%
+506.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.8% |
| 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% | -7.6% |
| 6M | +15.0% | -29.6% | +44.6% | +0.9% |
| YTD | +30.5% | -29.9% | +60.4% | +15.0% |
| 1Y | +35.7% | -39.1% | +74.7% | +13.3% |
| 3Y | +68.4% | -80.0% | +148.4% | -1.2% |
| 5Y | +73.1% | -86.0% | +159.2% | +6.1% |
| 10Y | +92.7% | -99.5% | +192.3% | -61.4% |
| All | +406.0% | -100.0% | +506.0% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling