+1.7%
HUT vs HST
+76.4%
-74.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | +1.3% | -24.5% | -24.2% |
| 7D | -29.5% | +3.3% | -32.9% | -31.4% |
| 30D | -45.2% | +16.4% | -61.5% | -51.1% |
| 3M | -51.6% | +5.5% | -57.1% | -53.5% |
| 6M | -37.3% | +31.1% | -68.5% | -53.0% |
| YTD | +6.5% | +55.9% | -49.4% | -27.3% |
| 1Y | +1.7% | +75.6% | -73.9% | -33.3% |
| All | +1.7% | +76.4% | -74.7% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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