+75.6%
HST vs UUUU
-55.1%
+130.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.3% |
| 7D | +3.3% | -14.4% | +17.7% | +3.6% |
| 30D | +16.4% | -33.6% | +50.0% | +17.1% |
| 3M | +5.5% | -44.2% | +49.6% | +6.4% |
| 6M | +31.1% | -66.8% | +97.9% | +33.4% |
| YTD | +55.9% | -50.6% | +106.5% | +59.7% |
| 1Y | +75.6% | -57.8% | +133.4% | +79.9% |
| All | +75.6% | -55.1% | +130.7% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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