+1,682.4%
ASX vs HCA
+2,065.5%
-383.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -3.0% | -3.8% |
| 7D | +22.1% | -1.3% | +23.5% | +22.5% |
| 30D | -23.8% | +8.7% | -32.4% | -25.4% |
| 3M | -7.6% | +21.0% | -28.6% | -11.9% |
| 6M | +6.9% | +17.0% | -10.0% | +2.0% |
| YTD | +127.7% | +7.8% | +119.9% | +120.5% |
| 1Y | +144.5% | +6.4% | +138.1% | +137.3% |
| 3Y | +377.8% | +120.0% | +257.8% | +277.0% |
| 5Y | +498.2% | +112.9% | +385.4% | +368.1% |
| 10Y | +962.7% | +678.2% | +284.5% | +507.1% |
| All | +1,682.4% | +2,065.5% | -383.1% | +712.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling