+78.0%
HST vs AMC
-71.5%
+149.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -2.0% | -0.2% |
| 7D | -2.7% | +2.6% | -5.3% | -2.8% |
| 30D | +10.7% | +9.0% | +1.7% | +10.1% |
| 3M | +6.3% | +22.2% | -15.9% | +4.9% |
| 6M | +19.0% | +91.5% | -72.5% | +13.2% |
| YTD | +47.0% | +101.3% | -54.3% | +38.8% |
| 1Y | +53.4% | +20.8% | +32.7% | +48.6% |
| 3Y | +78.0% | -71.3% | +149.3% | +90.3% |
| All | +78.0% | -71.5% | +149.5% | +90.3% |
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