+2,101.5%
HCA vs PAAS
+40.8%
+2,060.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.7% |
| 3M | +23.2% | -23.8% | +47.0% | +25.8% |
| 6M | +19.1% | -36.4% | +55.6% | +23.2% |
| YTD | +9.0% | -23.4% | +32.3% | +9.9% |
| 1Y | +10.2% | +5.6% | +4.6% | +7.8% |
| 3Y | +122.4% | +209.7% | -87.3% | +91.4% |
| 5Y | +116.3% | +55.6% | +60.7% | +95.5% |
| 10Y | +686.6% | +212.2% | +474.3% | +544.0% |
| All | +2,101.5% | +40.8% | +2,060.6% | +1,936.4% |
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