+839.2%
HCA vs AMC
-98.1%
+937.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.3% | -5.4% | -1.1% |
| 7D | -3.1% | +2.3% | -5.4% | -3.1% |
| 30D | -1.1% | -0.7% | -0.4% | -1.1% |
| 3M | +12.2% | +35.2% | -23.0% | +11.1% |
| 6M | -25.3% | +124.6% | -149.9% | -27.0% |
| YTD | -12.9% | +69.9% | -82.8% | -14.5% |
| 1Y | -0.9% | -2.6% | +1.6% | -1.6% |
| 3Y | +47.6% | -79.8% | +127.4% | +49.4% |
| 5Y | +67.0% | -99.4% | +166.4% | +78.4% |
| 10Y | +471.4% | -98.9% | +570.3% | +398.4% |
| All | +839.2% | -98.1% | +937.3% | +749.0% |
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