+301.8%
AMD vs HCA
+118.8%
+183.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.5% | +10.7% |
| 7D | -11.0% | +4.6% | -15.7% | -10.4% |
| 30D | -30.5% | +12.7% | -43.2% | -29.1% |
| 3M | -8.2% | +21.3% | -29.5% | -5.4% |
| 6M | +6.6% | +15.7% | -9.1% | +11.1% |
| YTD | +109.7% | +6.6% | +103.1% | +117.4% |
| 1Y | +88.9% | +5.7% | +83.2% | +95.7% |
| 3Y | +301.8% | +119.2% | +182.6% | +254.4% |
| All | +301.8% | +118.8% | +183.0% | +254.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling