+116.3%
HCA vs PAAS
+58.4%
+57.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -0.9% | -5.2% | +4.3% | -0.5% |
| 30D | +10.3% | -13.9% | +24.3% | +11.6% |
| 3M | +23.2% | -23.8% | +47.0% | +25.8% |
| 6M | +19.1% | -36.4% | +55.6% | +23.3% |
| YTD | +9.0% | -23.4% | +32.3% | +9.6% |
| 1Y | +10.2% | +5.6% | +4.6% | +6.8% |
| 3Y | +122.4% | +209.7% | -87.3% | +76.5% |
| 5Y | +116.3% | +55.6% | +60.7% | +94.6% |
| All | +116.3% | +58.4% | +57.9% | +94.6% |
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