+321.8%
HCA vs OPEN
-71.4%
+393.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.6% |
| 7D | -2.8% | +1.0% | -3.8% | -2.8% |
| 30D | -2.7% | -11.9% | +9.2% | -2.3% |
| 3M | +11.5% | -28.8% | +40.3% | +12.6% |
| 6M | -24.3% | -38.6% | +14.3% | -23.3% |
| YTD | -13.6% | -47.3% | +33.8% | -12.2% |
| 1Y | -3.2% | -49.2% | +46.0% | -3.1% |
| 3Y | +50.4% | -18.8% | +69.2% | +40.2% |
| 5Y | +64.8% | -83.6% | +148.4% | +52.3% |
| All | +321.8% | -71.4% | +393.2% | +252.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling