+2,071.1%
HCA vs DAR
+291.8%
+1,779.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.6% |
| 7D | +0.8% | +11.6% | -10.7% | -2.2% |
| 30D | +6.1% | -10.2% | +16.3% | +8.9% |
| 3M | +21.4% | -14.8% | +36.3% | +25.9% |
| 6M | +17.2% | -10.1% | +27.2% | +18.9% |
| YTD | +7.5% | +55.5% | -48.1% | -7.4% |
| 1Y | +6.2% | +61.7% | -55.5% | -9.7% |
| 3Y | +122.0% | +37.2% | +84.8% | +87.3% |
| 5Y | +112.2% | -26.9% | +139.1% | +111.1% |
| 10Y | +675.7% | +314.4% | +361.3% | +325.4% |
| All | +2,071.1% | +291.8% | +1,779.3% | +1,070.6% |
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