+8,732.2%
AMD vs HCA
+487.9%
+8,244.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.9% | -1.9% | +1.6% |
| 7D | +14.0% | +4.9% | +9.1% | +12.4% |
| 30D | +11.0% | +1.9% | +9.1% | +10.2% |
| 3M | +9.6% | +12.7% | -3.2% | +4.3% |
| 6M | +157.1% | -22.3% | +179.5% | +174.4% |
| YTD | +143.3% | -9.3% | +152.7% | +144.9% |
| 1Y | +234.4% | +2.7% | +231.7% | +220.7% |
| 3Y | +391.2% | +57.8% | +333.4% | +286.9% |
| 5Y | +390.9% | +70.3% | +320.6% | +265.8% |
| 10Y | +8,732.2% | +499.7% | +8,232.5% | +4,116.1% |
| All | +8,732.2% | +487.9% | +8,244.3% | +4,116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 10y: compounded portfolio wealth divided by compounded HCA 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…
10y analysis · Full analysis span regression · 6 months rolling