+2.7%
HCA vs AMIX
-81.1%
+83.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +4.9% |
| 7D | +4.9% | +1.6% | +3.4% | +4.9% |
| 30D | +1.9% | -50.8% | +52.7% | +1.7% |
| 3M | +12.7% | -46.3% | +59.0% | +15.1% |
| 6M | -22.3% | -49.9% | +27.5% | -20.6% |
| YTD | -9.3% | -60.4% | +51.1% | -6.8% |
| 1Y | +2.7% | -81.7% | +84.4% | +6.0% |
| All | +2.7% | -81.1% | +83.8% | +6.0% |
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