+1,645.7%
HCA vs BAH
+938.3%
+707.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.5% |
| 7D | -2.8% | -4.3% | +1.5% | -1.9% |
| 30D | -2.7% | -4.5% | +1.7% | -1.8% |
| 3M | +11.5% | -7.6% | +19.1% | +13.0% |
| 6M | -24.3% | -10.6% | -13.7% | -23.0% |
| YTD | -13.6% | -12.6% | -1.0% | -12.7% |
| 1Y | -3.2% | -27.0% | +23.8% | +1.6% |
| 3Y | +50.4% | -31.5% | +81.9% | +54.5% |
| 5Y | +64.8% | -3.8% | +68.6% | +52.2% |
| 10Y | +456.6% | +183.9% | +272.6% | +294.5% |
| All | +1,645.7% | +938.3% | +707.5% | +813.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BAH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling