+6.2%
HCA vs AVAV
-62.9%
+69.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.4% |
| 7D | +0.8% | +4.2% | -3.4% | +0.9% |
| 30D | +6.1% | -2.6% | +8.6% | +6.1% |
| 3M | +21.4% | -38.0% | +59.4% | +21.5% |
| 6M | +17.2% | -27.0% | +44.2% | +16.6% |
| YTD | +7.5% | -51.4% | +58.9% | +3.9% |
| 1Y | +6.2% | -60.2% | +66.4% | +6.5% |
| All | +6.2% | -62.9% | +69.1% | +6.5% |
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