+78.1%
HST vs AMC
-72.0%
+150.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -12.5% | +6.8% | -4.9% |
| 7D | -4.2% | 0.0% | -4.2% | -4.1% |
| 30D | +9.6% | +4.4% | +5.2% | +9.3% |
| 3M | -1.1% | +15.4% | -16.5% | -2.1% |
| 6M | +21.1% | +93.7% | -72.6% | +15.2% |
| YTD | +47.1% | +97.4% | -50.3% | +39.1% |
| 1Y | +64.0% | +23.2% | +40.8% | +58.7% |
| All | +78.1% | -72.0% | +150.1% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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