+498.2%
HCA vs NDAQ
+368.2%
+130.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.6% |
| 7D | +5.4% | -5.6% | +11.0% | +7.8% |
| 30D | +3.0% | -4.4% | +7.3% | +4.8% |
| 3M | +13.0% | +5.9% | +7.2% | +10.3% |
| 6M | -20.3% | +7.7% | -28.0% | -23.1% |
| YTD | -8.2% | -5.2% | -3.1% | -7.4% |
| 1Y | +6.7% | -3.4% | +10.1% | +6.4% |
| 3Y | +60.4% | +85.6% | -25.2% | +15.6% |
| 5Y | +73.4% | +49.5% | +24.0% | +35.6% |
| All | +498.2% | +368.2% | +130.0% | +207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling