+1,645.7%
HCA vs GEN
+361.5%
+1,284.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.2% |
| 7D | -2.8% | -0.7% | -2.1% | -2.7% |
| 30D | -2.7% | +2.6% | -5.4% | -3.4% |
| 3M | +11.5% | +15.8% | -4.3% | +7.8% |
| 6M | -24.3% | +33.1% | -57.4% | -29.4% |
| YTD | -13.6% | +11.3% | -24.9% | -16.5% |
| 1Y | -3.2% | +1.7% | -4.8% | -4.6% |
| 3Y | +50.4% | +58.1% | -7.7% | +31.8% |
| 5Y | +64.8% | +20.6% | +44.1% | +51.1% |
| 10Y | +456.5% | +149.0% | +307.6% | +303.8% |
| All | +1,645.7% | +361.5% | +1,284.3% | +882.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling