+108.1%
HST vs UUUU
+495.2%
-387.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.2% |
| 7D | +0.7% | -5.0% | +5.7% | +1.3% |
| 30D | -0.7% | -7.8% | +7.1% | +0.1% |
| 3M | -4.0% | -0.4% | -3.6% | -4.7% |
| 6M | +20.7% | -32.9% | +53.6% | +24.3% |
| YTD | +31.0% | -6.3% | +37.3% | +27.1% |
| 1Y | +36.2% | +7.9% | +28.3% | +26.8% |
| 3Y | +66.6% | +85.2% | -18.5% | +35.8% |
| 5Y | +75.8% | +97.0% | -21.2% | +34.9% |
| All | +108.1% | +495.2% | -387.1% | +21.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling