+1,063.2%
HCA vs AMC
-97.6%
+1,160.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -1.0% |
| 7D | -1.3% | +8.4% | -9.8% | -1.5% |
| 30D | +8.7% | +9.2% | -0.5% | +8.4% |
| 3M | +21.0% | +32.0% | -11.0% | +20.2% |
| 6M | +17.0% | +149.3% | -132.3% | +14.2% |
| YTD | +7.8% | +114.1% | -106.3% | +5.4% |
| 1Y | +6.4% | +35.8% | -29.3% | +5.0% |
| 3Y | +120.0% | -58.3% | +178.3% | +119.6% |
| 5Y | +112.9% | -99.2% | +212.0% | +125.9% |
| 10Y | +678.2% | -98.8% | +777.0% | +589.2% |
| All | +1,063.2% | -97.6% | +1,160.8% | +945.6% |
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