+498.2%
HCA vs NI
+143.3%
+354.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +5.4% | 0.0% | +5.4% | +5.4% |
| 30D | +3.0% | -1.4% | +4.4% | +3.5% |
| 3M | +13.0% | -10.6% | +23.6% | +18.9% |
| 6M | -20.3% | -9.3% | -10.9% | -16.8% |
| YTD | -8.2% | +1.1% | -9.4% | -9.4% |
| 1Y | +6.7% | +3.4% | +3.3% | +4.0% |
| 3Y | +60.4% | +67.9% | -7.5% | +19.6% |
| 5Y | +73.4% | +98.0% | -24.5% | +17.4% |
| All | +498.2% | +143.3% | +354.9% | +283.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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