+121.7%
HCA vs AVAV
+1.7%
+120.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | -0.1% |
| 7D | +9.0% | 0.0% | +9.0% | +9.0% |
| 30D | +11.8% | -9.9% | +21.7% | +12.0% |
| 3M | +22.1% | -34.7% | +56.8% | +22.9% |
| 6M | +16.4% | -26.6% | +43.0% | +16.5% |
| YTD | +8.6% | -48.9% | +57.6% | +9.1% |
| 1Y | +10.6% | -63.0% | +73.6% | +12.1% |
| 3Y | +121.7% | +1.6% | +120.1% | +110.9% |
| All | +121.7% | +1.7% | +120.0% | +110.9% |
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