-47.1%
MSTR vs HCA
+10.4%
-57.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.7% | +1.1% |
| 7D | -14.2% | -0.9% | -13.3% | -14.2% |
| 30D | -19.9% | +10.3% | -30.2% | -19.7% |
| 3M | +27.3% | +23.2% | +4.1% | +28.5% |
| 6M | -37.6% | +19.1% | -56.7% | -36.2% |
| YTD | -19.5% | +9.0% | -28.5% | -19.5% |
| 1Y | -47.1% | +10.2% | -57.3% | -46.6% |
| All | -47.1% | +10.4% | -57.5% | -46.6% |
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