+256.3%
ASX vs HCA
+2.1%
+254.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.1% | -3.3% |
| 7D | +6.5% | +2.9% | +3.6% | +7.1% |
| 30D | +3.1% | +2.4% | +0.8% | +3.7% |
| 3M | +17.4% | +13.0% | +4.3% | +20.6% |
| 6M | +85.4% | -21.4% | +106.8% | +91.3% |
| YTD | +150.1% | -9.5% | +159.5% | +161.4% |
| 1Y | +256.3% | +7.5% | +248.8% | +326.9% |
| All | +256.3% | +2.1% | +254.2% | +326.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling