+75.6%
HST vs AMRZ
-11.5%
+87.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.2% | -3.9% | -0.2% |
| 7D | +3.3% | +10.3% | -7.0% | +0.3% |
| 30D | +16.4% | +18.7% | -2.3% | +10.5% |
| 3M | +5.5% | -14.6% | +20.1% | +10.0% |
| 6M | +31.1% | -12.9% | +44.0% | +35.0% |
| YTD | +55.9% | -17.4% | +73.3% | +63.5% |
| 1Y | +75.6% | -12.3% | +87.9% | +84.8% |
| All | +75.6% | -11.5% | +87.1% | +84.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling