-0.9%
HCA vs AMC
-2.6%
+1.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.4% | -1.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.0% |
| 30D | -1.1% | -0.7% | -0.4% | -1.1% |
| 3M | +12.2% | +35.2% | -23.0% | +12.7% |
| 6M | -25.3% | +124.6% | -149.9% | -24.2% |
| YTD | -12.9% | +69.9% | -82.8% | -12.4% |
| 1Y | -0.9% | -2.6% | +1.6% | -2.2% |
| All | -0.9% | -2.6% | +1.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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