+45.8%
AMZN vs HST
+72.4%
-26.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.8% | +2.0% | -1.2% | -0.2% |
| 30D | -6.4% | -5.2% | -1.1% | -3.9% |
| 3M | +4.8% | -6.2% | +11.0% | +7.7% |
| 6M | +20.5% | +20.4% | +0.1% | +8.5% |
| YTD | +11.3% | +30.6% | -19.3% | -4.3% |
| 1Y | +9.0% | +37.4% | -28.4% | -9.4% |
| 3Y | +85.9% | +66.1% | +19.8% | +35.3% |
| 5Y | +45.8% | +73.7% | -27.9% | +7.2% |
| All | +45.8% | +72.4% | -26.7% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling