+96.6%
HST vs AMBA
-7.1%
+103.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.4% |
| 7D | -1.0% | -11.0% | +9.9% | +1.3% |
| 30D | -12.3% | -23.2% | +10.9% | -7.6% |
| 3M | -6.4% | -12.7% | +6.4% | -6.5% |
| 6M | +15.0% | +11.2% | +3.8% | +7.4% |
| YTD | +30.5% | -11.2% | +41.7% | +27.2% |
| 1Y | +35.7% | -22.5% | +58.2% | +34.3% |
| 3Y | +68.4% | -1.3% | +69.7% | +48.6% |
| 5Y | +73.1% | -54.2% | +127.3% | +65.3% |
| All | +96.6% | -7.1% | +103.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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