+490.2%
HCA vs AXON
+1,813.9%
-1,323.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.1% | +0.2% |
| 7D | +2.9% | -11.0% | +14.0% | +4.6% |
| 30D | +2.4% | -24.7% | +27.1% | +6.3% |
| 3M | +13.0% | +7.0% | +6.1% | +11.0% |
| 6M | -21.4% | -9.6% | -11.7% | -21.5% |
| YTD | -9.5% | -15.7% | +6.2% | -9.2% |
| 1Y | +7.5% | -35.9% | +43.5% | +12.0% |
| 3Y | +57.6% | +123.0% | -65.4% | +24.8% |
| 5Y | +71.1% | +166.3% | -95.2% | +25.3% |
| All | +490.2% | +1,813.9% | -1,323.7% | +227.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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