+1,729.1%
HCA vs BNS
+219.8%
+1,509.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.6% |
| 7D | +2.9% | -2.2% | +5.1% | +4.2% |
| 30D | +2.4% | +4.5% | -2.1% | -0.4% |
| 3M | +13.0% | +14.9% | -1.8% | +4.2% |
| 6M | -21.4% | +32.5% | -53.9% | -33.3% |
| YTD | -9.5% | +28.6% | -38.1% | -22.2% |
| 1Y | +7.5% | +48.4% | -40.8% | -14.9% |
| 3Y | +57.6% | +130.8% | -73.2% | -5.2% |
| 5Y | +71.1% | +94.8% | -23.7% | +12.8% |
| 10Y | +498.8% | +184.3% | +314.5% | +212.2% |
| All | +1,729.1% | +219.8% | +1,509.3% | +775.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling