+69.3%
HCA vs NXT
+171.8%
-102.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.6% | +8.5% | +5.0% |
| 7D | +4.9% | -0.2% | +5.1% | +4.9% |
| 30D | +1.9% | -20.0% | +21.8% | +2.6% |
| 3M | +12.7% | -30.9% | +43.7% | +14.1% |
| 6M | -22.3% | -23.8% | +1.5% | -22.1% |
| YTD | -9.3% | -5.4% | -3.9% | -10.2% |
| 1Y | +2.7% | +28.0% | -25.3% | -0.5% |
| 3Y | +57.8% | +93.3% | -35.5% | +45.1% |
| All | +69.3% | +171.8% | -102.5% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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