+71.1%
HCA vs OPEN
-85.3%
+156.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.7% | +6.5% | +0.1% |
| 7D | +2.9% | -10.5% | +13.5% | +3.4% |
| 30D | +2.4% | -21.8% | +24.2% | +3.3% |
| 3M | +13.0% | -37.5% | +50.5% | +14.9% |
| 6M | -21.4% | -44.1% | +22.7% | -19.9% |
| YTD | -9.5% | -52.0% | +42.5% | -7.5% |
| 1Y | +7.5% | -52.2% | +59.8% | +7.8% |
| 3Y | +57.6% | -25.9% | +83.5% | +46.1% |
| 5Y | +71.1% | -85.1% | +156.2% | +57.9% |
| All | +71.1% | -85.3% | +156.4% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling