+58.5%
HCA vs GEN
+57.6%
+0.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +4.9% | -2.9% | +7.8% | +5.3% |
| 30D | +1.9% | +2.1% | -0.2% | +1.5% |
| 3M | +12.7% | +19.7% | -7.0% | +9.9% |
| 6M | -22.3% | +33.3% | -55.6% | -25.6% |
| YTD | -9.3% | +11.1% | -20.4% | -10.2% |
| 1Y | +2.7% | +3.0% | -0.3% | +3.4% |
| All | +58.5% | +57.6% | +0.8% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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