+79.6%
HCA vs AMIX
-99.9%
+179.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.8% | -8.9% | -0.1% |
| 7D | +9.0% | +11.4% | -2.5% | +9.0% |
| 30D | +11.8% | -40.5% | +52.3% | +11.7% |
| 3M | +22.1% | -80.1% | +102.1% | +21.5% |
| 6M | +16.4% | -74.8% | +91.2% | +17.3% |
| YTD | +8.6% | -84.0% | +92.6% | +9.6% |
| 1Y | +10.6% | -89.7% | +100.3% | +11.6% |
| All | +79.6% | -99.9% | +179.5% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling