+70.3%
HCA vs AMC
-99.5%
+169.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.9% | +8.8% | +5.0% |
| 7D | +4.9% | -6.8% | +11.7% | +5.0% |
| 30D | +1.9% | +1.7% | +0.2% | +1.8% |
| 3M | +12.7% | +26.8% | -14.1% | +12.1% |
| 6M | -22.3% | +117.7% | -140.0% | -23.6% |
| YTD | -9.3% | +57.7% | -67.0% | -10.4% |
| 1Y | +2.7% | -12.5% | +15.2% | +2.5% |
| 3Y | +57.8% | -65.7% | +123.6% | +59.3% |
| 5Y | +70.3% | -99.5% | +169.8% | +89.4% |
| All | +70.3% | -99.5% | +169.8% | +89.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling