+498.2%
HCA vs ALL
+365.1%
+133.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +1.0% |
| 7D | +5.4% | -2.3% | +7.7% | +6.6% |
| 30D | +3.0% | -0.4% | +3.4% | +3.1% |
| 3M | +13.0% | +16.0% | -3.0% | +4.4% |
| 6M | -20.3% | +24.6% | -44.8% | -29.2% |
| YTD | -8.2% | +23.7% | -31.9% | -18.5% |
| 1Y | +6.7% | +27.7% | -21.0% | -7.2% |
| 3Y | +60.4% | +150.2% | -89.9% | -6.9% |
| 5Y | +73.4% | +117.1% | -43.6% | +5.9% |
| All | +498.2% | +365.1% | +133.1% | +190.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling