+54.0%
HST vs AMRZ
-14.1%
+68.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.0% | +4.6% | +3.2% |
| 7D | +0.6% | 0.0% | +0.6% | +0.6% |
| 30D | +14.5% | +15.9% | -1.4% | +9.3% |
| 3M | +15.4% | -9.2% | +24.6% | +18.3% |
| 6M | +22.0% | -20.3% | +42.3% | +29.6% |
| YTD | +54.9% | -21.5% | +76.3% | +63.6% |
| 1Y | +54.0% | -12.9% | +66.8% | +55.4% |
| All | +54.0% | -14.1% | +68.1% | +55.4% |
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