-6.4%
HAL vs HCA
+118.7%
-125.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +6.1% | +0.8% | +5.3% | +6.1% |
| 30D | +2.9% | +6.1% | -3.2% | +3.2% |
| 3M | +3.3% | +21.4% | -18.1% | +4.0% |
| 6M | -16.9% | +17.2% | -34.1% | -16.0% |
| YTD | +21.2% | +7.5% | +13.7% | +22.3% |
| 1Y | +27.5% | +6.2% | +21.4% | +28.7% |
| 3Y | -6.4% | +122.0% | -128.4% | -23.1% |
| All | -6.4% | +118.7% | -125.1% | -23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling