+116.8%
NDAQ vs HST
+87.2%
+29.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | +1.3% | +3.6% | -2.3% | +0.2% |
| 30D | +18.0% | +11.2% | +6.7% | +14.1% |
| 3M | +11.5% | +13.1% | -1.6% | +7.3% |
| 6M | +21.1% | +23.9% | -2.8% | +12.5% |
| YTD | +12.8% | +52.3% | -39.5% | -2.8% |
| 1Y | +25.7% | +56.7% | -31.0% | +7.1% |
| 3Y | +116.8% | +87.5% | +29.3% | +72.0% |
| All | +116.8% | +87.2% | +29.6% | +72.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling