+225.5%
HOOD vs HCA
+77.7%
+147.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.7% |
| 7D | -9.1% | +2.9% | -12.1% | -9.8% |
| 30D | +20.1% | +2.4% | +17.7% | +19.5% |
| 3M | +31.2% | +13.0% | +18.2% | +27.4% |
| 6M | +44.3% | -21.4% | +65.7% | +52.3% |
| YTD | +0.2% | -9.5% | +9.7% | +1.3% |
| 1Y | -3.5% | +7.5% | -11.0% | -7.8% |
| 3Y | +955.2% | +57.6% | +897.6% | +743.6% |
| 5Y | +175.3% | +71.1% | +104.2% | +85.4% |
| All | +225.5% | +77.7% | +147.8% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 10y: compounded portfolio wealth divided by compounded HCA 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…
10y analysis · Full analysis span regression · 6 months rolling