+87.5%
HST vs AMC
-59.1%
+146.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.1% |
| 7D | +3.6% | +3.5% | +0.1% | +3.3% |
| 30D | +11.2% | +12.5% | -1.2% | +10.4% |
| 3M | +13.1% | +23.6% | -10.5% | +11.5% |
| 6M | +23.9% | +144.4% | -120.4% | +16.1% |
| YTD | +52.3% | +108.3% | -56.0% | +43.3% |
| 1Y | +56.7% | +38.9% | +17.8% | +50.5% |
| 3Y | +87.5% | -58.9% | +146.4% | +100.7% |
| All | +87.5% | -59.1% | +146.6% | +100.7% |
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