+2,586.7%
NFLX vs HCA
+1,635.7%
+951.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -5.0% | -2.8% | -2.2% | -4.5% |
| 30D | +3.5% | -2.7% | +6.3% | +4.0% |
| 3M | -7.1% | +11.5% | -18.6% | -9.2% |
| 6M | -22.5% | -24.3% | +1.8% | -18.7% |
| YTD | -18.1% | -13.6% | -4.5% | -16.4% |
| 1Y | -38.3% | -3.2% | -35.1% | -38.5% |
| 3Y | +73.4% | +50.4% | +23.0% | +56.9% |
| 5Y | +26.7% | +64.8% | -38.1% | +10.4% |
| 10Y | +670.3% | +456.5% | +213.8% | +423.4% |
| All | +2,586.7% | +1,635.7% | +951.0% | +1,582.0% |
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