+1.3%
NDAQ vs HST
+36.9%
-35.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -2.6% | +2.0% | -4.6% | -2.8% |
| 30D | +0.5% | -5.2% | +5.7% | +1.2% |
| 3M | +9.9% | -6.2% | +16.1% | +10.7% |
| 6M | +8.2% | +20.4% | -12.2% | +3.5% |
| YTD | -1.5% | +30.6% | -32.1% | -6.5% |
| 1Y | +1.3% | +37.4% | -36.0% | -8.0% |
| All | +1.3% | +36.9% | -35.6% | -8.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling