+1,645.7%
HCA vs BBWI
+48.2%
+1,597.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | 0.0% |
| 7D | -2.8% | +1.6% | -4.4% | -3.2% |
| 30D | -2.7% | -6.2% | +3.5% | -1.7% |
| 3M | +11.5% | +4.3% | +7.1% | +9.6% |
| 6M | -24.3% | -7.2% | -17.1% | -24.5% |
| YTD | -13.6% | -3.0% | -10.6% | -15.4% |
| 1Y | -3.2% | -30.8% | +27.6% | +1.1% |
| 3Y | +50.4% | -43.4% | +93.8% | +55.4% |
| 5Y | +64.8% | -66.7% | +131.5% | +86.8% |
| 10Y | +456.5% | -55.7% | +512.2% | +372.4% |
| All | +1,645.7% | +48.2% | +1,597.5% | +739.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling