+9.0%
HCA vs AMBA
-25.6%
+34.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -1.7% | +12.1% | +10.2% |
| 7D | +10.2% | -8.1% | +18.3% | +9.8% |
| 30D | +17.4% | -10.8% | +28.2% | +16.9% |
| 3M | +27.7% | -25.9% | +53.6% | +26.0% |
| 6M | +20.0% | -13.9% | +33.9% | +20.4% |
| YTD | +10.0% | -14.0% | +24.0% | +11.6% |
| 1Y | +9.0% | -25.7% | +34.7% | +11.1% |
| All | +9.0% | -25.6% | +34.6% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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