+50.4%
HCA vs AVAV
+31.0%
+19.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.8% |
| 7D | -2.8% | +3.2% | -6.0% | -2.9% |
| 30D | -2.7% | -20.3% | +17.6% | -2.3% |
| 3M | +11.5% | -19.4% | +30.9% | +11.8% |
| 6M | -24.3% | -35.3% | +11.0% | -23.8% |
| YTD | -13.6% | -38.5% | +24.9% | -13.3% |
| 1Y | -3.2% | -37.2% | +34.0% | -3.3% |
| 3Y | +50.4% | +31.1% | +19.3% | +28.3% |
| All | +50.4% | +31.0% | +19.4% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling