+65.4%
HST vs UUUU
-92.0%
+157.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.6% | +0.2% |
| 7D | -1.0% | -1.4% | +0.3% | -0.9% |
| 30D | -12.3% | +16.3% | -28.6% | -13.6% |
| 3M | -6.4% | -16.7% | +10.3% | -5.5% |
| 6M | +15.0% | -33.7% | +48.7% | +17.7% |
| YTD | +30.5% | -0.5% | +31.0% | +27.3% |
| 1Y | +35.7% | +28.9% | +6.8% | +27.3% |
| 3Y | +68.4% | +99.9% | -31.5% | +46.3% |
| 5Y | +73.1% | +135.3% | -62.2% | +43.9% |
| 10Y | +92.7% | +518.4% | -425.6% | +35.5% |
| All | +65.4% | -92.0% | +157.5% | +11.3% |
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