+79.0%
HST vs WING
+405.9%
-326.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.4% |
| 7D | -1.0% | -3.9% | +2.8% | -0.3% |
| 30D | -12.3% | -11.6% | -0.7% | -10.5% |
| 3M | -6.4% | -24.2% | +17.8% | -2.3% |
| 6M | +15.0% | -54.1% | +69.1% | +30.2% |
| YTD | +30.5% | -53.9% | +84.4% | +46.5% |
| 1Y | +35.7% | -64.4% | +100.0% | +58.7% |
| 3Y | +68.4% | -30.2% | +98.6% | +64.0% |
| 5Y | +73.1% | -34.1% | +107.2% | +62.4% |
| 10Y | +92.7% | +342.1% | -249.4% | +5.5% |
| All | +79.0% | +405.9% | -326.8% | -7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling