+836.9%
HOOD vs HCA
+118.7%
+718.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.3% |
| 7D | -3.8% | +0.8% | -4.6% | -3.8% |
| 30D | -23.0% | +6.1% | -29.1% | -22.9% |
| 3M | -21.6% | +21.4% | -43.1% | -21.4% |
| 6M | +1.4% | +17.2% | -15.7% | +2.1% |
| YTD | -31.2% | +7.5% | -38.6% | -31.1% |
| 1Y | -35.9% | +6.2% | -42.1% | -35.9% |
| 3Y | +836.9% | +122.0% | +714.9% | +859.2% |
| All | +836.9% | +118.7% | +718.3% | +859.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling