+136.3%
AMD vs HCA
-24.7%
+161.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +4.1% |
| 7D | +2.6% | -3.1% | +5.6% | +0.7% |
| 30D | -0.9% | -1.1% | +0.2% | -1.4% |
| 3M | -8.7% | +12.2% | -20.9% | -1.6% |
| 6M | +136.3% | -25.3% | +161.7% | +176.9% |
| All | +136.3% | -24.7% | +161.0% | +176.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling