+1,658.7%
HCA vs HAS
+227.8%
+1,430.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.1% | -1.8% | -1.3% | -2.5% |
| 30D | -1.1% | +2.3% | -3.4% | -1.9% |
| 3M | +12.2% | +10.4% | +1.8% | +8.3% |
| 6M | -25.3% | -3.2% | -22.1% | -25.1% |
| YTD | -12.9% | +15.4% | -28.4% | -17.8% |
| 1Y | -0.9% | +18.8% | -19.7% | -7.6% |
| 3Y | +47.6% | +43.9% | +3.7% | +25.0% |
| 5Y | +67.0% | +13.9% | +53.1% | +50.6% |
| 10Y | +471.4% | +56.4% | +415.0% | +322.9% |
| All | +1,658.7% | +227.8% | +1,430.9% | +831.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling