+38.6%
GILD vs HCA
+5.6%
+33.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.3% |
| 7D | -2.2% | +4.6% | -6.8% | -3.5% |
| 30D | +13.6% | +12.7% | +0.9% | +10.1% |
| 3M | +28.3% | +21.3% | +7.0% | +22.0% |
| 6M | +23.9% | +15.7% | +8.2% | +18.8% |
| YTD | +38.4% | +6.6% | +31.8% | +37.3% |
| 1Y | +38.6% | +5.7% | +32.9% | +36.6% |
| All | +38.6% | +5.6% | +33.0% | +36.6% |
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