+2,771.1%
NOW vs HCA
+1,597.2%
+1,174.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -2.7% |
| 7D | -2.4% | -3.1% | +0.7% | -1.5% |
| 30D | +20.5% | -1.1% | +21.6% | +20.8% |
| 3M | +18.3% | +12.2% | +6.2% | +14.4% |
| 6M | +24.1% | -25.3% | +49.4% | +33.1% |
| YTD | -7.8% | -12.9% | +5.2% | -5.8% |
| 1Y | -21.4% | -0.9% | -20.5% | -22.8% |
| 3Y | +19.5% | +47.6% | -28.1% | +1.9% |
| 5Y | +4.1% | +67.0% | -62.9% | -15.9% |
| 10Y | +826.4% | +471.4% | +355.0% | +405.2% |
| All | +2,771.1% | +1,597.2% | +1,174.0% | +1,283.3% |
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