+35.7%
HST vs WY
-5.4%
+41.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.0% | -2.6% | +1.6% | -0.2% |
| 30D | -12.3% | -10.9% | -1.3% | -8.9% |
| 3M | -6.4% | -6.0% | -0.4% | -4.5% |
| 6M | +15.0% | -5.6% | +20.7% | +16.6% |
| YTD | +30.5% | -1.1% | +31.7% | +29.5% |
| 1Y | +35.7% | -7.5% | +43.1% | +33.0% |
| All | +35.7% | -5.4% | +41.1% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling