+123.8%
STX vs HST
+76.4%
+47.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.3% | -9.4% | -8.4% |
| 7D | -20.2% | +3.3% | -23.5% | -20.7% |
| 30D | -37.2% | +16.4% | -53.6% | -38.8% |
| 3M | -34.1% | +5.5% | -39.5% | -34.6% |
| 6M | -24.5% | +31.1% | -55.6% | -30.3% |
| YTD | +102.9% | +55.9% | +47.0% | +77.1% |
| 1Y | +123.8% | +75.6% | +48.2% | +83.4% |
| All | +123.8% | +76.4% | +47.4% | +83.4% |
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