+179.3%
HOOD vs HCA
+73.0%
+106.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.7% | -3.0% |
| 7D | +7.7% | +4.9% | +2.8% | +6.5% |
| 30D | +22.0% | +1.9% | +20.1% | +21.4% |
| 3M | +37.6% | +12.7% | +24.9% | +33.2% |
| 6M | +45.3% | -22.3% | +67.6% | +54.8% |
| YTD | +1.9% | -9.3% | +11.3% | +3.1% |
| 1Y | -2.7% | +2.7% | -5.4% | -6.1% |
| 3Y | +973.4% | +57.8% | +915.5% | +735.5% |
| 5Y | +179.3% | +70.3% | +108.9% | +97.2% |
| All | +179.3% | +73.0% | +106.2% | +97.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling