+10.1%
NI vs HST
+53.2%
-43.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +4.3% | +3.6% | +0.7% | +3.9% |
| 30D | +12.4% | +11.2% | +1.2% | +11.4% |
| 3M | +10.2% | +13.1% | -2.9% | +9.1% |
| 6M | -0.8% | +23.9% | -24.7% | -3.1% |
| YTD | +13.2% | +52.3% | -39.1% | +7.2% |
| 1Y | +10.1% | +56.7% | -46.6% | +4.0% |
| All | +10.1% | +53.2% | -43.1% | +4.0% |
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 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