+72.8%
HCA vs SPXU
-86.1%
+158.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +0.8% |
| 7D | +5.4% | +2.5% | +2.9% | +6.0% |
| 30D | +3.0% | +4.2% | -1.2% | +4.0% |
| 3M | +13.0% | -9.3% | +22.3% | +10.9% |
| 6M | -20.3% | -30.7% | +10.4% | -26.0% |
| YTD | -8.2% | -28.1% | +19.9% | -14.0% |
| 1Y | +6.7% | -35.2% | +41.9% | -2.1% |
| 3Y | +60.4% | -79.9% | +140.3% | +13.7% |
| All | +72.8% | -86.1% | +158.9% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling