+71.0%
UBER vs HCA
+260.3%
-189.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.9% | -7.7% | -5.3% |
| 7D | -7.0% | +4.9% | -11.9% | -9.4% |
| 30D | -8.9% | +1.9% | -10.8% | -10.1% |
| 3M | +1.0% | +12.7% | -11.7% | -6.0% |
| 6M | -3.7% | -22.3% | +18.6% | +8.2% |
| YTD | -13.0% | -9.3% | -3.7% | -10.9% |
| 1Y | -25.5% | +2.7% | -28.3% | -29.3% |
| 3Y | +50.5% | +57.8% | -7.4% | +5.6% |
| 5Y | +76.2% | +70.3% | +5.8% | +11.5% |
| All | +71.0% | +260.3% | -189.3% | -51.2% |
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 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