+8.2%
ASX vs HCA
+16.6%
-8.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.7% |
| 7D | +0.8% | -0.9% | +1.7% | +0.4% |
| 30D | -20.4% | +10.3% | -30.8% | -17.4% |
| 3M | -2.1% | +23.2% | -25.4% | +5.8% |
| 6M | +8.2% | +19.1% | -10.9% | +14.8% |
| All | +8.2% | +16.6% | -8.4% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling