+499.7%
HCA vs AMBA
+2.6%
+497.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.4% | -3.5% | +4.0% |
| 7D | +4.9% | +2.5% | +2.4% | +4.6% |
| 30D | +1.9% | -16.1% | +18.0% | +3.8% |
| 3M | +12.7% | +4.6% | +8.1% | +10.4% |
| 6M | -22.3% | +29.2% | -51.5% | -27.0% |
| YTD | -9.3% | -2.9% | -6.4% | -12.0% |
| 1Y | +2.7% | -18.7% | +21.4% | +1.2% |
| 3Y | +57.8% | +14.9% | +42.9% | +40.4% |
| 5Y | +70.3% | -53.0% | +123.3% | +62.1% |
| 10Y | +499.7% | +8.3% | +491.3% | +333.2% |
| All | +499.7% | +2.6% | +497.1% | +333.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling