+2,071.1%
HCA vs GPC
+271.1%
+1,800.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.6% |
| 30D | +6.1% | -6.3% | +12.4% | +9.1% |
| 3M | +21.4% | -8.2% | +29.6% | +25.8% |
| 6M | +17.2% | +27.1% | -9.9% | +3.6% |
| YTD | +7.5% | +3.1% | +4.3% | +3.1% |
| 1Y | +6.2% | +0.1% | +6.1% | +3.2% |
| 3Y | +122.0% | +0.2% | +121.8% | +103.8% |
| 5Y | +112.2% | +4.9% | +107.3% | +86.2% |
| 10Y | +675.7% | +75.2% | +600.5% | +393.4% |
| All | +2,071.1% | +271.1% | +1,800.0% | +719.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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