+1,754.0%
HCA vs BNY
+685.1%
+1,068.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | +5.4% | -1.3% | +6.7% | +6.1% |
| 30D | +3.0% | -0.2% | +3.1% | +3.0% |
| 3M | +13.0% | +14.9% | -1.9% | +5.6% |
| 6M | -20.3% | +40.0% | -60.2% | -32.3% |
| YTD | -8.2% | +42.0% | -50.2% | -23.2% |
| 1Y | +6.7% | +56.9% | -50.2% | -15.1% |
| 3Y | +60.4% | +289.9% | -229.5% | -20.2% |
| 5Y | +73.4% | +259.2% | -185.8% | -12.3% |
| 10Y | +506.9% | +413.3% | +93.7% | +142.6% |
| All | +1,754.0% | +685.1% | +1,068.9% | +483.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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