+124.4%
HCA vs HAS
+215.8%
-91.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +9.0% | +3.3% | +5.7% | +8.3% |
| 30D | +11.8% | +30.5% | -18.7% | +5.8% |
| 3M | +22.1% | +29.9% | -7.8% | +15.5% |
| 6M | +16.4% | +26.5% | -10.2% | +10.5% |
| YTD | +8.6% | +51.9% | -43.3% | -0.8% |
| 1Y | +10.6% | +60.9% | -50.3% | -0.2% |
| All | +124.4% | +215.8% | -91.4% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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