+107.1%
MSTR vs HCA
+73.0%
+34.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -4.6% |
| 7D | +7.7% | +4.9% | +2.8% | +5.8% |
| 30D | +36.3% | +1.9% | +34.5% | +35.2% |
| 3M | +13.4% | +12.7% | +0.7% | +7.5% |
| 6M | -4.5% | -22.3% | +17.9% | +4.8% |
| YTD | -12.7% | -9.3% | -3.3% | -11.1% |
| 1Y | -59.6% | +2.7% | -62.3% | -61.5% |
| 3Y | +272.5% | +57.8% | +214.6% | +149.7% |
| 5Y | +107.1% | +70.3% | +36.8% | +19.4% |
| All | +107.1% | +73.0% | +34.1% | +19.4% |
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