-61.1%
FISV vs HCA
-0.5%
-60.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | -0.3% | -3.1% | +2.7% | +0.1% |
| 30D | -2.1% | -1.1% | -0.9% | -2.0% |
| 3M | -5.7% | +12.2% | -17.9% | -6.7% |
| 6M | -15.3% | -25.3% | +10.0% | -15.4% |
| YTD | -21.1% | -12.9% | -8.1% | -22.2% |
| 1Y | -61.1% | -0.9% | -60.1% | -64.8% |
| All | -61.1% | -0.5% | -60.5% | -64.8% |
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