-42.3%
MSTR vs HCA
+11.2%
-53.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +10.3% | -5.2% | +5.2% |
| 7D | -1.8% | +10.2% | -12.1% | -1.7% |
| 30D | -13.3% | +17.4% | -30.7% | -12.8% |
| 3M | +46.0% | +27.7% | +18.3% | +47.3% |
| 6M | -22.4% | +20.0% | -42.5% | -21.0% |
| YTD | -6.2% | +10.0% | -16.2% | -6.4% |
| 1Y | -42.3% | +9.0% | -51.3% | -41.9% |
| All | -42.3% | +11.2% | -53.5% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling