+6.4%
HCA vs AMIX
-92.5%
+98.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -8.4% | +7.4% | -1.1% |
| 7D | -1.3% | -10.9% | +9.5% | -1.4% |
| 30D | +8.7% | -55.0% | +63.6% | +8.4% |
| 3M | +21.0% | -82.0% | +103.0% | +20.4% |
| 6M | +17.0% | -80.4% | +97.4% | +19.4% |
| YTD | +7.8% | -88.3% | +96.1% | +11.1% |
| 1Y | +6.4% | -92.4% | +98.8% | +10.3% |
| All | +6.4% | -92.5% | +98.9% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling