+267.7%
HCA vs AVTR
+0.6%
+267.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.5% |
| 7D | +5.4% | -1.1% | +6.5% | +5.7% |
| 30D | +3.0% | +6.3% | -3.3% | +1.2% |
| 3M | +13.0% | +53.3% | -40.3% | -0.1% |
| 6M | -20.3% | +78.6% | -98.9% | -32.9% |
| YTD | -8.2% | +29.2% | -37.5% | -16.3% |
| 1Y | +6.7% | +13.8% | -7.1% | -1.5% |
| 3Y | +60.4% | -27.4% | +87.8% | +64.3% |
| 5Y | +73.4% | -65.0% | +138.5% | +131.3% |
| All | +267.7% | +0.6% | +267.1% | +158.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 10y: compounded portfolio wealth divided by compounded AVTR 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…
10y analysis · Full analysis span regression · 6 months rolling