+75.0%
HST vs UUUU
+125.2%
-50.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | -0.1% |
| 7D | -0.3% | +1.8% | -2.1% | -0.5% |
| 30D | -2.8% | +1.8% | -4.6% | -3.2% |
| 3M | -6.5% | +1.3% | -7.7% | -7.2% |
| 6M | +20.7% | -26.8% | +47.5% | +22.9% |
| YTD | +30.5% | +0.1% | +30.4% | +25.4% |
| 1Y | +36.8% | +11.2% | +25.5% | +26.1% |
| 3Y | +65.9% | +97.7% | -31.8% | +30.6% |
| All | +75.0% | +125.2% | -50.2% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling