+114.5%
HCA vs IBB
+39.3%
+75.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +0.8% | -0.5% | +1.3% | +1.0% |
| 30D | +6.1% | +4.6% | +1.5% | +4.0% |
| 3M | +21.4% | +6.8% | +14.6% | +17.5% |
| 6M | +17.2% | +23.1% | -5.9% | +6.4% |
| YTD | +7.5% | +26.0% | -18.6% | -3.9% |
| 1Y | +6.2% | +30.4% | -24.2% | -6.7% |
| 3Y | +122.0% | +85.4% | +36.6% | +59.7% |
| All | +114.5% | +39.3% | +75.2% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 5y: compounded portfolio wealth divided by compounded IBB 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…
5y analysis · Full analysis span regression · 6 months rolling