+9.0%
HCA vs ALL
+42.7%
-33.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.9% | +7.4% | +9.6% |
| 7D | +10.2% | +7.5% | +2.7% | +8.4% |
| 30D | +17.4% | +19.7% | -2.3% | +12.7% |
| 3M | +27.7% | +2.9% | +24.8% | +26.9% |
| 6M | +20.0% | +23.5% | -3.5% | +13.4% |
| YTD | +10.0% | +31.1% | -21.2% | +2.8% |
| 1Y | +9.0% | +40.5% | -31.4% | +0.7% |
| All | +9.0% | +42.7% | -33.7% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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