+479.4%
ASX vs HCA
+73.0%
+406.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.4% | +2.6% |
| 7D | +11.1% | +4.9% | +6.2% | +10.1% |
| 30D | +9.6% | +1.9% | +7.7% | +9.1% |
| 3M | +18.6% | +12.7% | +5.9% | +14.9% |
| 6M | +92.1% | -22.3% | +114.5% | +103.8% |
| YTD | +158.5% | -9.3% | +167.8% | +162.6% |
| 1Y | +271.9% | +2.7% | +269.2% | +262.8% |
| 3Y | +465.2% | +57.8% | +407.4% | +363.8% |
| 5Y | +479.4% | +70.3% | +409.1% | +329.0% |
| All | +479.4% | +73.0% | +406.4% | +329.0% |
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