+1,731.8%
HCA vs SPXU
-100.0%
+1,831.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.5% | +5.4% |
| 7D | +4.9% | +1.3% | +3.7% | +5.3% |
| 30D | +1.9% | +5.1% | -3.2% | +3.5% |
| 3M | +12.7% | -9.1% | +21.9% | +9.9% |
| 6M | -22.3% | -29.6% | +7.2% | -29.6% |
| YTD | -9.3% | -27.7% | +18.4% | -16.9% |
| 1Y | +2.7% | -37.0% | +39.7% | -9.4% |
| 3Y | +57.8% | -80.2% | +138.0% | +2.4% |
| 5Y | +70.3% | -86.0% | +156.3% | +14.2% |
| 10Y | +499.7% | -99.5% | +599.2% | +84.3% |
| All | +1,731.8% | -100.0% | +1,831.7% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling