+5.7%
HCA vs CRBG
+15.6%
-9.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.0% | -2.4% |
| 7D | +4.6% | -2.1% | +6.7% | +4.9% |
| 30D | +12.7% | -0.9% | +13.6% | +12.8% |
| 3M | +21.3% | +1.0% | +20.3% | +21.1% |
| 6M | +15.7% | +23.5% | -7.7% | +13.2% |
| YTD | +6.6% | +16.0% | -9.4% | +2.3% |
| 1Y | +5.7% | +17.9% | -12.2% | +1.0% |
| All | +5.7% | +15.6% | -9.9% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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