+16,011.1%
STX vs HST
+425.6%
+15,585.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.1% | +6.2% |
| 7D | +2.4% | -1.0% | +3.4% | +2.7% |
| 30D | +1.4% | -12.3% | +13.6% | +6.4% |
| 3M | -8.2% | -6.4% | -1.9% | -6.3% |
| 6M | +127.0% | +15.0% | +112.0% | +113.6% |
| YTD | +209.1% | +30.5% | +178.6% | +176.3% |
| 1Y | +365.4% | +35.7% | +329.8% | +308.4% |
| 3Y | +1,135.4% | +68.4% | +1,067.0% | +889.4% |
| 5Y | +991.5% | +73.1% | +918.4% | +747.1% |
| 10Y | +3,695.8% | +92.7% | +3,603.1% | +2,475.3% |
| All | +16,011.1% | +425.6% | +15,585.5% | +5,624.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling