+125.1%
HCA vs PAAS
+210.2%
-85.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -0.9% | -5.2% | +4.3% | -0.7% |
| 30D | +10.3% | -13.9% | +24.3% | +10.9% |
| 3M | +23.2% | -23.8% | +47.0% | +24.3% |
| 6M | +19.1% | -36.4% | +55.6% | +20.9% |
| YTD | +9.0% | -23.4% | +32.3% | +9.1% |
| 1Y | +10.2% | +5.6% | +4.6% | +8.5% |
| All | +125.1% | +210.2% | -85.0% | +96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling