+50.4%
HCA vs AMC
-67.8%
+118.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | -0.8% |
| 7D | -2.8% | -0.8% | -2.0% | -2.8% |
| 30D | -2.7% | -1.2% | -1.6% | -2.7% |
| 3M | +11.5% | +42.2% | -30.7% | +12.5% |
| 6M | -24.3% | +118.8% | -143.1% | -22.8% |
| YTD | -13.6% | +64.1% | -77.7% | -12.4% |
| 1Y | -3.2% | -9.5% | +6.3% | -2.9% |
| 3Y | +50.4% | -64.3% | +114.8% | +52.5% |
| All | +50.4% | -67.8% | +118.3% | +52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling