+740.1%
TEAM vs HCA
+548.0%
+192.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.7% | -6.2% | -6.8% |
| 7D | -5.7% | -2.8% | -2.9% | -5.0% |
| 30D | +18.3% | -2.7% | +21.1% | +19.0% |
| 3M | +80.2% | +11.5% | +68.7% | +75.4% |
| 6M | +111.0% | -24.3% | +135.3% | +124.3% |
| YTD | +8.8% | -13.6% | +22.4% | +11.1% |
| 1Y | +2.2% | -3.2% | +5.3% | +0.8% |
| 3Y | -14.6% | +50.4% | -65.0% | -26.8% |
| 5Y | -53.8% | +64.8% | -118.6% | -62.1% |
| 10Y | +475.2% | +456.5% | +18.7% | +226.3% |
| All | +740.1% | +548.0% | +192.0% | +335.9% |
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