+42.5%
UBER vs HST
+77.0%
-34.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | +5.1% | -2.7% | +7.8% | +6.2% |
| 30D | +0.2% | +10.7% | -10.5% | -3.8% |
| 3M | -2.7% | +6.3% | -8.9% | -5.2% |
| 6M | -13.4% | +19.0% | -32.3% | -20.3% |
| YTD | -16.1% | +47.0% | -63.1% | -30.2% |
| 1Y | -25.5% | +53.4% | -79.0% | -39.5% |
| 3Y | +42.5% | +78.0% | -35.5% | +3.3% |
| All | +42.5% | +77.0% | -34.6% | +3.3% |
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