+1,754.0%
HCA vs AZO
+978.4%
+775.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | +5.4% | -3.6% | +9.0% | +7.0% |
| 30D | +3.0% | -5.6% | +8.5% | +5.3% |
| 3M | +13.0% | -6.6% | +19.7% | +15.8% |
| 6M | -20.3% | -22.5% | +2.3% | -12.2% |
| YTD | -8.2% | -15.2% | +6.9% | -3.4% |
| 1Y | +6.7% | -33.9% | +40.6% | +24.6% |
| 3Y | +60.4% | +11.8% | +48.6% | +46.1% |
| 5Y | +73.4% | +85.5% | -12.1% | +22.9% |
| 10Y | +506.9% | +298.2% | +208.7% | +213.7% |
| All | +1,754.0% | +978.4% | +775.6% | +412.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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