+60.4%
HCA vs SPXS
-79.6%
+140.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.1% |
| 7D | +5.4% | +2.5% | +2.9% | +5.7% |
| 30D | +3.0% | +4.2% | -1.2% | +3.5% |
| 3M | +13.0% | -9.3% | +22.3% | +11.9% |
| 6M | -20.3% | -30.7% | +10.4% | -23.5% |
| YTD | -8.2% | -28.1% | +19.8% | -11.5% |
| 1Y | +6.7% | -35.1% | +41.8% | +1.7% |
| 3Y | +60.4% | -79.6% | +140.0% | +25.8% |
| All | +60.4% | -79.6% | +140.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling