+646.5%
INTC vs HCA
+1,635.7%
-989.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.8% | +9.2% |
| 7D | +17.4% | -2.8% | +20.2% | +18.2% |
| 30D | +2.8% | -2.7% | +5.5% | +3.3% |
| 3M | -5.3% | +11.5% | -16.7% | -8.9% |
| 6M | +140.6% | -24.3% | +164.9% | +154.8% |
| YTD | +183.1% | -13.6% | +196.7% | +187.7% |
| 1Y | +326.8% | -3.2% | +330.0% | +318.2% |
| 3Y | +179.4% | +50.4% | +129.0% | +138.5% |
| 5Y | +111.7% | +64.8% | +47.0% | +73.2% |
| 10Y | +253.8% | +456.5% | -202.7% | +108.7% |
| All | +646.5% | +1,635.7% | -989.1% | +245.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling