+498.2%
HCA vs PAAS
+230.4%
+267.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.4% |
| 7D | +5.4% | -1.9% | +7.4% | +5.6% |
| 30D | +3.0% | -3.6% | +6.5% | +3.2% |
| 3M | +13.0% | +8.6% | +4.5% | +11.9% |
| 6M | -20.3% | -16.7% | -3.6% | -19.5% |
| YTD | -8.2% | -1.9% | -6.3% | -9.3% |
| 1Y | +6.7% | +38.0% | -31.3% | +1.3% |
| 3Y | +60.4% | +234.9% | -174.5% | +34.7% |
| 5Y | +73.4% | +119.5% | -46.0% | +49.8% |
| All | +498.2% | +230.4% | +267.8% | +376.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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