+1,504.8%
ASML vs HCA
+695.0%
+809.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.0% | +4.2% | +5.5% |
| 7D | -0.8% | +7.9% | -8.8% | -3.7% |
| 30D | -14.9% | +11.9% | -26.8% | -18.6% |
| 3M | -13.0% | +22.4% | -35.3% | -19.5% |
| 6M | -4.7% | +16.5% | -21.2% | -11.4% |
| YTD | +42.3% | +8.7% | +33.6% | +35.1% |
| 1Y | +49.7% | +6.7% | +43.1% | +42.8% |
| 3Y | +144.3% | +127.0% | +17.3% | +66.9% |
| 5Y | +86.4% | +113.9% | -27.5% | +27.2% |
| 10Y | +1,504.8% | +656.7% | +848.1% | +619.9% |
| All | +1,504.8% | +695.0% | +809.9% | +619.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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