-21.4%
HCA vs SPXU
-28.5%
+7.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | 0.0% |
| 7D | +2.9% | +6.4% | -3.4% | +3.4% |
| 30D | +2.4% | +5.9% | -3.6% | +2.8% |
| 3M | +13.0% | -11.7% | +24.7% | +11.8% |
| 6M | -21.4% | -28.7% | +7.3% | -26.1% |
| All | -21.4% | -28.5% | +7.1% | -26.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling