+499.7%
HCA vs RACE
+783.2%
-283.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.2% |
| 7D | +4.9% | -2.6% | +7.6% | +5.8% |
| 30D | +1.9% | -1.1% | +3.0% | +2.1% |
| 3M | +12.7% | +12.5% | +0.2% | +8.0% |
| 6M | -22.3% | +17.4% | -39.8% | -27.1% |
| YTD | -9.3% | +10.1% | -19.5% | -13.3% |
| 1Y | +2.7% | -15.1% | +17.9% | +6.8% |
| 3Y | +57.8% | +38.9% | +18.9% | +29.8% |
| 5Y | +70.3% | +90.7% | -20.3% | +20.3% |
| 10Y | +499.7% | +801.8% | -302.2% | +146.1% |
| All | +499.7% | +783.2% | -283.5% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling