+445.9%
ASX vs HCA
+51.3%
+394.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.8% | +6.1% |
| 7D | +6.3% | -2.8% | +9.1% | +6.3% |
| 30D | +6.4% | -2.7% | +9.2% | +6.4% |
| 3M | +13.1% | +11.5% | +1.7% | +12.3% |
| 6M | +90.3% | -24.3% | +114.6% | +96.8% |
| YTD | +149.6% | -13.6% | +163.2% | +154.0% |
| 1Y | +249.2% | -3.2% | +252.4% | +248.9% |
| 3Y | +445.9% | +50.4% | +395.5% | +366.8% |
| All | +445.9% | +51.3% | +394.5% | +366.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling