+432.9%
SNXX vs HCA
-19.5%
+452.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.0% | +24.4% | +22.2% |
| 7D | +34.9% | -3.1% | +38.0% | +30.5% |
| 30D | +52.5% | -1.1% | +53.7% | +52.3% |
| 3M | -41.3% | +12.2% | -53.5% | -38.1% |
| 6M | +293.8% | -25.3% | +319.1% | +558.1% |
| All | +432.9% | -19.5% | +452.4% | +708.2% |
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