+347.9%
HCA vs OPEN
-74.0%
+422.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | +5.4% | -11.4% | +16.8% | +5.9% |
| 30D | +3.0% | -20.1% | +23.0% | +3.8% |
| 3M | +13.0% | -37.6% | +50.6% | +14.7% |
| 6M | -20.3% | -47.1% | +26.8% | -18.8% |
| YTD | -8.2% | -52.1% | +43.9% | -6.4% |
| 1Y | +6.7% | -73.5% | +80.2% | +10.6% |
| 3Y | +60.4% | -24.4% | +84.8% | +49.8% |
| 5Y | +73.4% | -85.1% | +158.6% | +60.9% |
| All | +347.9% | -74.0% | +422.0% | +275.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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