+60.4%
HCA vs BLK
+66.0%
-5.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.3% | +0.9% |
| 7D | +5.4% | -3.3% | +8.7% | +6.4% |
| 30D | +3.0% | -6.5% | +9.5% | +5.0% |
| 3M | +13.0% | +6.7% | +6.3% | +10.9% |
| 6M | -20.3% | +14.7% | -35.0% | -23.2% |
| YTD | -8.2% | +2.5% | -10.8% | -9.4% |
| 1Y | +6.7% | -2.8% | +9.5% | +6.8% |
| 3Y | +60.4% | +65.9% | -5.5% | +24.2% |
| All | +60.4% | +66.0% | -5.6% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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