-98.1%
HCAI price history and return analytics
+35.2%
-133.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.9% | -14.4% | -14.3% |
| 7D | -47.4% | -1.1% | -46.3% | -46.7% |
| 30D | -53.2% | -1.0% | -52.3% | -52.7% |
| 3M | -75.9% | +3.2% | -79.1% | -76.3% |
| 6M | -60.3% | +12.5% | -72.8% | -63.7% |
| YTD | -78.6% | +14.1% | -92.7% | -80.6% |
| 1Y | -91.3% | +18.9% | -110.2% | -92.2% |
| All | -98.1% | +35.2% | -133.3% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling