+9.0%
HCA vs BNS
+52.0%
-43.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.0% | +7.4% | +9.9% |
| 7D | +10.2% | +2.0% | +8.3% | +9.9% |
| 30D | +17.4% | +7.8% | +9.7% | +16.4% |
| 3M | +27.7% | +11.7% | +16.0% | +25.9% |
| 6M | +20.0% | +28.2% | -8.2% | +16.5% |
| YTD | +10.0% | +34.8% | -24.8% | +4.3% |
| 1Y | +9.0% | +51.1% | -42.0% | +0.5% |
| All | +9.0% | +52.0% | -43.0% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling