+9.0%
HCA vs AVAV
-68.0%
+77.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -8.3% | +18.7% | +10.2% |
| 7D | +10.2% | -10.1% | +20.3% | +10.1% |
| 30D | +17.4% | -18.7% | +36.1% | +17.2% |
| 3M | +27.7% | -33.0% | +60.7% | +27.4% |
| 6M | +20.0% | -37.2% | +57.2% | +19.4% |
| YTD | +10.0% | -53.2% | +63.2% | +7.1% |
| 1Y | +9.0% | -69.0% | +78.0% | +8.1% |
| All | +9.0% | -68.0% | +77.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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