+1,729.1%
HCA vs SPXS
-100.0%
+1,829.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | +0.4% |
| 7D | +2.9% | +6.4% | -3.4% | +4.9% |
| 30D | +2.4% | +6.0% | -3.6% | +4.3% |
| 3M | +13.0% | -11.6% | +24.7% | +9.3% |
| 6M | -21.4% | -28.7% | +7.3% | -28.4% |
| YTD | -9.5% | -26.3% | +16.8% | -16.5% |
| 1Y | +7.5% | -34.9% | +42.5% | -4.2% |
| 3Y | +57.6% | -79.5% | +137.1% | +3.7% |
| 5Y | +71.1% | -85.9% | +157.0% | +15.1% |
| 10Y | +498.8% | -99.5% | +598.3% | +86.7% |
| All | +1,729.1% | -100.0% | +1,829.0% | +207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling