+164.3%
INTC vs HCA
+57.5%
+106.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.1% | -5.4% | -5.6% |
| 7D | +9.4% | +2.9% | +6.5% | +9.5% |
| 30D | +2.7% | +2.4% | +0.3% | +2.7% |
| 3M | -6.3% | +13.0% | -19.3% | -6.7% |
| 6M | +114.5% | -21.4% | +135.8% | +125.7% |
| YTD | +171.9% | -9.5% | +181.3% | +176.1% |
| 1Y | +305.0% | +7.5% | +297.5% | +289.0% |
| All | +164.3% | +57.5% | +106.8% | +105.7% |
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