+6.7%
HCA vs OPEN
-63.3%
+70.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.4% |
| 7D | +5.4% | -11.4% | +16.8% | +5.3% |
| 30D | +3.0% | -20.1% | +23.0% | +2.7% |
| 3M | +13.0% | -37.6% | +50.6% | +12.5% |
| 6M | -20.3% | -47.1% | +26.8% | -20.7% |
| YTD | -8.2% | -52.1% | +43.9% | -8.5% |
| 1Y | +6.7% | -73.5% | +80.2% | +7.9% |
| All | +6.7% | -63.3% | +70.0% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling