+1,645.7%
HCA vs DAR
+369.6%
+1,276.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.7% | -1.5% |
| 7D | -2.8% | -0.9% | -1.9% | -2.6% |
| 30D | -2.7% | +13.0% | -15.7% | -6.3% |
| 3M | +11.5% | +15.0% | -3.5% | +6.2% |
| 6M | -24.3% | +26.8% | -51.1% | -30.2% |
| YTD | -13.6% | +86.4% | -100.0% | -28.8% |
| 1Y | -3.2% | +115.1% | -118.3% | -24.0% |
| 3Y | +50.4% | +14.6% | +35.8% | +36.1% |
| 5Y | +64.8% | -8.8% | +73.6% | +54.0% |
| 10Y | +456.5% | +356.5% | +100.0% | +197.4% |
| All | +1,645.7% | +369.6% | +1,276.1% | +800.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling