+686.6%
HCA vs AMC
-98.7%
+785.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | -0.9% | -2.8% | +1.9% | -0.9% |
| 30D | +10.3% | +14.0% | -3.7% | +10.0% |
| 3M | +23.2% | +42.5% | -19.3% | +22.3% |
| 6M | +19.1% | +142.6% | -123.4% | +16.6% |
| YTD | +9.0% | +119.2% | -110.3% | +6.6% |
| 1Y | +10.2% | +40.7% | -30.5% | +8.8% |
| 3Y | +122.4% | -57.3% | +179.7% | +122.0% |
| 5Y | +116.3% | -99.1% | +215.4% | +128.3% |
| 10Y | +686.6% | -98.7% | +785.3% | +553.8% |
| All | +686.6% | -98.7% | +785.3% | +553.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling