+1,658.7%
HCA vs AXON
+12,477.3%
-10,818.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.5% |
| 7D | -3.1% | -14.2% | +11.1% | -1.1% |
| 30D | -1.1% | -15.4% | +14.3% | +0.7% |
| 3M | +12.2% | +0.5% | +11.7% | +11.1% |
| 6M | -25.3% | -9.5% | -15.8% | -25.5% |
| YTD | -12.9% | -9.2% | -3.7% | -13.6% |
| 1Y | -0.9% | -29.4% | +28.4% | +1.4% |
| 3Y | +47.6% | +139.4% | -91.8% | +19.7% |
| 5Y | +67.0% | +178.9% | -111.9% | +27.6% |
| 10Y | +471.4% | +1,840.8% | -1,369.3% | +213.3% |
| All | +1,658.7% | +12,477.3% | -10,818.6% | +531.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling