+34.3%
TRV vs HST
+38.1%
-3.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -0.1% | -1.0% | +0.9% | 0.0% |
| 30D | -3.4% | -12.3% | +8.8% | -2.0% |
| 3M | +26.4% | -6.4% | +32.8% | +27.3% |
| 6M | +19.3% | +15.0% | +4.3% | +17.1% |
| YTD | +28.3% | +30.5% | -2.2% | +23.7% |
| 1Y | +34.3% | +35.7% | -1.4% | +29.8% |
| All | +34.3% | +38.1% | -3.8% | +29.8% |
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 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