+71.4%
HCA vs PAAS
+126.0%
-54.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.7% | +1.2% | +4.6% |
| 7D | +4.9% | +2.6% | +2.3% | +4.7% |
| 30D | +1.9% | +2.5% | -0.6% | +1.6% |
| 3M | +12.7% | +15.1% | -2.3% | +11.1% |
| 6M | -22.3% | -12.1% | -10.3% | -21.9% |
| YTD | -9.3% | +3.1% | -12.4% | -10.9% |
| 1Y | +2.7% | +50.8% | -48.1% | -3.7% |
| 3Y | +57.8% | +259.5% | -201.7% | +26.4% |
| All | +71.4% | +126.0% | -54.6% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling