+70.3%
HCA vs AVAV
+33.5%
+36.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.4% | +10.3% | +5.3% |
| 7D | +4.9% | -3.2% | +8.1% | +5.1% |
| 30D | +1.9% | -25.6% | +27.4% | +3.8% |
| 3M | +12.7% | -20.2% | +33.0% | +13.8% |
| 6M | -22.3% | -38.1% | +15.7% | -20.5% |
| YTD | -9.3% | -41.8% | +32.5% | -7.7% |
| 1Y | +2.7% | -39.0% | +41.8% | +3.3% |
| 3Y | +57.8% | +24.1% | +33.8% | +38.8% |
| 5Y | +70.3% | +53.0% | +17.3% | +40.3% |
| All | +70.3% | +33.5% | +36.8% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling