+78.2%
HBAN vs HCA
+59.6%
+18.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.6% |
| 7D | -1.0% | +5.4% | -6.4% | -1.8% |
| 30D | -5.6% | +3.0% | -8.6% | -6.1% |
| 3M | -1.1% | +13.0% | -14.2% | -3.2% |
| 6M | +9.9% | -20.3% | +30.1% | +13.2% |
| YTD | -0.9% | -8.2% | +7.3% | -0.3% |
| 1Y | -1.4% | +6.7% | -8.1% | -3.8% |
| 3Y | +78.2% | +60.4% | +17.8% | +40.6% |
| All | +78.2% | +59.6% | +18.6% | +40.6% |
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 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