+27.5%
HAL vs HCA
+7.0%
+20.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +6.1% | +0.8% | +5.3% | +6.3% |
| 30D | +2.9% | +6.1% | -3.2% | +4.2% |
| 3M | +3.3% | +21.4% | -18.1% | +7.4% |
| 6M | -16.9% | +17.2% | -34.1% | -12.7% |
| YTD | +21.2% | +7.5% | +13.7% | +24.3% |
| 1Y | +27.5% | +6.2% | +21.4% | +31.0% |
| All | +27.5% | +7.0% | +20.6% | +31.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling