+109.6%
HAL vs HCA
+69.3%
+40.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | +0.1% |
| 7D | -1.3% | +4.9% | -6.2% | -2.1% |
| 30D | +10.9% | +1.9% | +9.0% | +10.4% |
| 3M | -5.8% | +12.7% | -18.6% | -8.2% |
| 6M | +8.1% | -22.3% | +30.5% | +13.3% |
| YTD | +33.2% | -9.3% | +42.5% | +34.4% |
| 1Y | +74.2% | +2.7% | +71.4% | +70.1% |
| 3Y | -3.7% | +57.8% | -61.5% | -18.7% |
| All | +109.6% | +69.3% | +40.3% | +63.4% |
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