+571.9%
AMZN vs HST
+138.5%
+433.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +7.9% | -2.7% | +10.6% | +8.7% |
| 30D | -0.2% | +10.7% | -10.9% | -3.1% |
| 3M | -4.8% | +6.3% | -11.0% | -6.5% |
| 6M | -5.7% | +19.0% | -24.7% | -10.6% |
| YTD | +12.3% | +47.0% | -34.7% | +0.1% |
| 1Y | +6.7% | +53.4% | -46.8% | -6.2% |
| 3Y | +85.6% | +78.0% | +7.6% | +55.3% |
| 5Y | +47.4% | +71.7% | -24.3% | +24.2% |
| All | +571.9% | +138.5% | +433.4% | +484.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling