+2,071.1%
HCA vs PAAS
+34.3%
+2,036.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | +0.8% | -8.9% | +9.7% | +1.6% |
| 30D | +6.1% | -11.4% | +17.5% | +7.1% |
| 3M | +21.4% | -20.4% | +41.9% | +23.5% |
| 6M | +17.2% | -40.7% | +57.9% | +21.9% |
| YTD | +7.5% | -26.9% | +34.4% | +8.9% |
| 1Y | +6.2% | -3.1% | +9.2% | +4.6% |
| 3Y | +122.0% | +199.3% | -77.2% | +91.7% |
| 5Y | +112.2% | +48.3% | +63.9% | +92.6% |
| 10Y | +675.7% | +197.6% | +478.1% | +537.7% |
| All | +2,071.1% | +34.3% | +2,036.8% | +1,916.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling