+60.4%
HCA vs BTG
+94.8%
-34.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +5.4% | -3.8% | +9.2% | +5.6% |
| 30D | +3.0% | +3.6% | -0.7% | +2.8% |
| 3M | +13.0% | +32.0% | -19.0% | +11.1% |
| 6M | -20.3% | +3.4% | -23.6% | -20.8% |
| YTD | -8.2% | +20.8% | -29.0% | -10.1% |
| 1Y | +6.7% | +22.4% | -15.7% | +3.8% |
| 3Y | +60.4% | +91.7% | -31.3% | +48.0% |
| All | +60.4% | +94.8% | -34.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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