+9.0%
HCA vs AMRZ
-11.5%
+20.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +5.2% | +5.1% | +9.7% |
| 7D | +10.2% | +10.3% | 0.0% | +9.1% |
| 30D | +17.4% | +18.7% | -1.3% | +15.4% |
| 3M | +27.7% | -14.6% | +42.3% | +29.2% |
| 6M | +20.0% | -12.9% | +32.9% | +21.1% |
| YTD | +10.0% | -17.4% | +27.3% | +9.6% |
| 1Y | +9.0% | -12.3% | +21.3% | +6.9% |
| All | +9.0% | -11.5% | +20.5% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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