+29.2%
HCA vs BIYA
-99.8%
+129.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +2.9% | -1.3% | +4.2% | +2.9% |
| 30D | +2.4% | -15.9% | +18.3% | +2.4% |
| 3M | +13.0% | -81.2% | +94.3% | +13.2% |
| 6M | -21.4% | -88.2% | +66.9% | -20.7% |
| YTD | -9.5% | -94.1% | +84.7% | -8.7% |
| 1Y | +7.5% | -98.7% | +106.2% | +9.7% |
| All | +29.2% | -99.8% | +129.0% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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