+50.4%
HCA vs ACWI
+77.6%
-27.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | -2.8% | +1.1% | -3.9% | -3.2% |
| 30D | -2.7% | -0.2% | -2.6% | -2.7% |
| 3M | +11.5% | +4.7% | +6.8% | +9.3% |
| 6M | -24.3% | +14.5% | -38.8% | -28.8% |
| YTD | -13.6% | +14.6% | -28.2% | -18.9% |
| 1Y | -3.2% | +21.4% | -24.6% | -11.8% |
| 3Y | +50.4% | +77.6% | -27.2% | +4.1% |
| All | +50.4% | +77.6% | -27.2% | +4.1% |
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