+58.5%
HCA vs OPEN
-21.9%
+80.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.3% | +7.2% | +5.0% |
| 7D | +4.9% | -2.9% | +7.8% | +5.0% |
| 30D | +1.9% | -13.8% | +15.7% | +2.1% |
| 3M | +12.7% | -30.9% | +43.6% | +13.4% |
| 6M | -22.3% | -40.9% | +18.6% | -21.8% |
| YTD | -9.3% | -48.5% | +39.2% | -8.5% |
| 1Y | +2.7% | -50.9% | +53.6% | +2.8% |
| All | +58.5% | -21.9% | +80.3% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling