+9.0%
HCA vs BB
+88.0%
-79.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +7.0% | +3.4% | +10.7% |
| 7D | +10.2% | -6.8% | +17.1% | +9.6% |
| 30D | +17.4% | -3.5% | +20.9% | +17.1% |
| 3M | +27.7% | -1.2% | +28.9% | +27.8% |
| 6M | +20.0% | +57.0% | -37.0% | +19.8% |
| YTD | +10.0% | +131.1% | -121.2% | +12.1% |
| 1Y | +9.0% | +87.6% | -78.6% | +6.8% |
| All | +9.0% | +88.0% | -79.0% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling