+9.0%
HCA vs BTDR
-69.9%
+78.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -5.6% | +16.0% | +10.3% |
| 7D | +10.2% | -17.6% | +27.8% | +10.1% |
| 30D | +17.4% | -40.3% | +57.7% | +17.0% |
| 3M | +27.7% | -42.6% | +70.3% | +27.2% |
| 6M | +20.0% | -46.3% | +66.3% | +18.6% |
| YTD | +10.0% | -41.7% | +51.7% | +7.6% |
| 1Y | +9.0% | -69.4% | +78.4% | +11.0% |
| All | +9.0% | -69.9% | +78.9% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling