+42.9%
HCA vs AMIX
-99.9%
+142.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -2.8% | -3.4% | +0.6% | -2.8% |
| 30D | -2.7% | -54.4% | +51.6% | -2.9% |
| 3M | +11.5% | -45.7% | +57.2% | +12.7% |
| 6M | -24.3% | -49.2% | +24.9% | -23.5% |
| YTD | -13.6% | -60.3% | +46.8% | -12.6% |
| 1Y | -3.2% | -81.4% | +78.2% | -2.1% |
| All | +42.9% | -99.9% | +142.7% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling