+93.1%
HST vs UUUU
-96.4%
+189.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | 0.0% |
| 7D | +3.6% | -1.1% | +4.6% | +3.6% |
| 30D | +11.2% | -21.0% | +32.2% | +13.4% |
| 3M | +13.1% | -54.8% | +67.9% | +20.7% |
| 6M | +23.9% | -67.3% | +91.3% | +35.2% |
| YTD | +52.3% | -54.7% | +107.0% | +58.7% |
| 1Y | +56.7% | -57.4% | +114.1% | +63.6% |
| 3Y | +87.5% | -19.6% | +107.1% | +76.5% |
| 5Y | +82.8% | -40.0% | +122.8% | +71.5% |
| 10Y | +134.6% | +364.1% | -229.5% | +70.7% |
| All | +93.1% | -96.4% | +189.4% | +38.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling