+15.1%
TEAM vs HCA
+11.2%
+3.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +10.3% | -10.9% | +0.2% |
| 7D | -13.7% | +10.2% | -24.0% | -13.0% |
| 30D | -3.4% | +17.4% | -20.9% | -2.1% |
| 3M | +72.1% | +27.7% | +44.5% | +75.8% |
| 6M | +103.8% | +20.0% | +83.8% | +100.9% |
| YTD | +17.1% | +10.0% | +7.1% | +10.3% |
| 1Y | +15.1% | +9.0% | +6.1% | +8.4% |
| All | +15.1% | +11.2% | +3.9% | +8.4% |
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 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