+1,072.0%
HCA vs AMC
-97.5%
+1,169.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.1% |
| 7D | +9.0% | +5.5% | +3.5% | +8.8% |
| 30D | +11.8% | +16.1% | -4.3% | +11.4% |
| 3M | +22.1% | +43.0% | -20.9% | +21.0% |
| 6M | +16.4% | +130.7% | -114.3% | +13.7% |
| YTD | +8.6% | +121.8% | -113.2% | +6.1% |
| 1Y | +10.6% | +40.7% | -30.1% | +9.0% |
| 3Y | +121.7% | -56.8% | +178.5% | +121.1% |
| 5Y | +114.5% | -99.1% | +213.6% | +127.2% |
| 10Y | +657.1% | -98.7% | +755.7% | +566.6% |
| All | +1,072.0% | -97.5% | +1,169.5% | +952.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling