+60.4%
HCA vs FIVN
-55.2%
+115.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +1.3% |
| 7D | +5.4% | -7.8% | +13.3% | +5.6% |
| 30D | +3.0% | -1.7% | +4.7% | +3.0% |
| 3M | +13.0% | +47.2% | -34.2% | +12.1% |
| 6M | -20.3% | +82.7% | -103.0% | -21.5% |
| YTD | -8.2% | +52.9% | -61.1% | -9.0% |
| 1Y | +6.7% | +17.5% | -10.8% | +7.5% |
| 3Y | +60.4% | -55.8% | +116.2% | +73.0% |
| All | +60.4% | -55.2% | +115.6% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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