+87.5%
HST vs WING
-23.4%
+110.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +3.6% | -2.5% | +6.1% | +3.8% |
| 30D | +11.2% | +29.5% | -18.3% | +7.5% |
| 3M | +13.1% | +40.2% | -27.1% | +7.9% |
| 6M | +23.9% | +32.7% | -8.8% | +18.5% |
| YTD | +52.3% | -32.8% | +85.1% | +57.2% |
| 1Y | +56.7% | -31.7% | +88.4% | +61.1% |
| 3Y | +87.5% | -24.7% | +112.2% | +80.9% |
| All | +87.5% | -23.4% | +110.9% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling