+58.5%
HCA vs DAR
+9.6%
+48.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.9% |
| 7D | +4.9% | -0.2% | +5.1% | +4.9% |
| 30D | +1.9% | +7.4% | -5.6% | +1.2% |
| 3M | +12.7% | +15.7% | -2.9% | +11.0% |
| 6M | -22.3% | +30.0% | -52.4% | -24.7% |
| YTD | -9.3% | +87.5% | -96.9% | -16.0% |
| 1Y | +2.7% | +113.4% | -110.6% | -6.4% |
| All | +58.5% | +9.6% | +48.9% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling