+2,094.4%
HCA vs AVAV
+285.9%
+1,808.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.2% |
| 7D | +9.0% | 0.0% | +9.0% | +8.6% |
| 30D | +11.8% | -9.9% | +21.7% | +12.7% |
| 3M | +22.1% | -34.7% | +56.8% | +27.6% |
| 6M | +16.4% | -26.6% | +43.0% | +18.2% |
| YTD | +8.6% | -48.9% | +57.6% | +13.4% |
| 1Y | +10.6% | -63.0% | +73.6% | +20.6% |
| 3Y | +121.7% | +1.6% | +120.1% | +96.1% |
| 5Y | +114.5% | +34.5% | +80.0% | +73.7% |
| 10Y | +657.1% | +359.3% | +297.8% | +357.7% |
| All | +2,094.4% | +285.9% | +1,808.5% | +1,188.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling