+1,754.0%
HCA vs BRKR
+187.4%
+1,566.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.4% |
| 7D | +5.4% | -8.7% | +14.1% | +7.8% |
| 30D | +3.0% | -9.9% | +12.8% | +5.4% |
| 3M | +13.0% | -3.1% | +16.1% | +11.7% |
| 6M | -20.3% | +45.5% | -65.8% | -31.1% |
| YTD | -8.2% | +13.7% | -21.9% | -15.5% |
| 1Y | +6.7% | +67.4% | -60.7% | -13.7% |
| 3Y | +60.4% | -13.2% | +73.6% | +49.7% |
| 5Y | +73.4% | -39.5% | +112.9% | +78.7% |
| 10Y | +506.9% | +153.5% | +353.5% | +262.5% |
| All | +1,754.0% | +187.4% | +1,566.6% | +835.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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