+122.7%
HCA vs ACWI
+75.0%
+47.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -1.3% | +2.7% | -4.0% | -2.3% |
| 30D | +8.7% | -2.6% | +11.3% | +9.6% |
| 3M | +21.0% | -3.2% | +24.2% | +22.3% |
| 6M | +17.0% | +1.9% | +15.1% | +15.7% |
| YTD | +7.8% | +11.3% | -3.5% | +2.5% |
| 1Y | +6.4% | +11.7% | -5.2% | +1.0% |
| All | +122.7% | +75.0% | +47.7% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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