+60.4%
HCA vs AVTR
-27.0%
+87.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.8% | +1.4% |
| 7D | +5.4% | -1.1% | +6.5% | +5.5% |
| 30D | +3.0% | +6.3% | -3.3% | +2.6% |
| 3M | +13.0% | +53.3% | -40.3% | +9.8% |
| 6M | -20.3% | +78.6% | -98.9% | -23.6% |
| YTD | -8.2% | +29.2% | -37.5% | -9.8% |
| 1Y | +6.7% | +13.8% | -7.1% | +5.2% |
| 3Y | +60.4% | -27.4% | +87.8% | +74.0% |
| All | +60.4% | -27.0% | +87.4% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling