+73.3%
HCA vs ONON
-22.6%
+95.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.1% |
| 7D | +5.4% | -2.1% | +7.5% | +5.6% |
| 30D | +3.0% | -11.6% | +14.6% | +4.2% |
| 3M | +13.0% | -30.1% | +43.1% | +16.7% |
| 6M | -20.3% | -30.5% | +10.2% | -17.8% |
| YTD | -8.2% | -41.0% | +32.8% | -4.0% |
| 1Y | +6.7% | -36.7% | +43.4% | +10.3% |
| 3Y | +60.4% | -8.6% | +69.0% | +53.9% |
| All | +73.3% | -22.6% | +95.9% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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