+58.2%
HCA vs EAT
+585.9%
-527.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | -0.1% |
| 7D | +2.9% | -6.2% | +9.1% | +3.5% |
| 30D | +2.4% | -3.0% | +5.4% | +2.6% |
| 3M | +13.0% | +45.6% | -32.6% | +8.9% |
| 6M | -21.4% | +53.5% | -74.9% | -24.8% |
| YTD | -9.5% | +49.6% | -59.1% | -13.4% |
| 1Y | +7.5% | +38.9% | -31.4% | +3.3% |
| All | +58.2% | +585.9% | -527.7% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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