+529.2%
ASX vs HCA
+115.1%
+414.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.5% |
| 7D | +0.8% | -0.9% | +1.7% | +1.0% |
| 30D | -20.4% | +10.3% | -30.8% | -21.9% |
| 3M | -2.1% | +23.2% | -25.4% | -6.0% |
| 6M | +8.2% | +19.1% | -10.9% | +4.4% |
| YTD | +137.3% | +9.0% | +128.3% | +132.8% |
| 1Y | +155.0% | +10.2% | +144.8% | +148.9% |
| 3Y | +397.9% | +122.4% | +275.6% | +272.0% |
| 5Y | +529.2% | +116.3% | +413.0% | +344.5% |
| All | +529.2% | +115.1% | +414.1% | +344.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling