+122.7%
HOOD vs HCA
+111.8%
+10.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.2% |
| 7D | -3.8% | +0.8% | -4.6% | -3.9% |
| 30D | -23.0% | +6.1% | -29.1% | -24.1% |
| 3M | -21.6% | +21.4% | -43.1% | -25.4% |
| 6M | +1.4% | +17.2% | -15.7% | -2.8% |
| YTD | -31.2% | +7.5% | -38.6% | -33.4% |
| 1Y | -35.9% | +6.2% | -42.1% | -37.9% |
| 3Y | +836.9% | +122.0% | +714.9% | +542.9% |
| All | +122.7% | +111.8% | +10.9% | +37.3% |
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 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