-3.7%
FISV vs HCA
+11.2%
-14.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.3% | -4.1% | +4.4% |
| 7D | +29.6% | +10.2% | +19.4% | +27.4% |
| 30D | +34.5% | +17.4% | +17.1% | +31.0% |
| 3M | +11.2% | +27.7% | -16.4% | +7.1% |
| 6M | -1.2% | +20.0% | -21.2% | -5.5% |
| YTD | -7.6% | +10.0% | -17.6% | -11.8% |
| 1Y | -3.7% | +9.0% | -12.7% | -7.9% |
| All | -3.7% | +11.2% | -14.9% | -7.9% |
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 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