+70.3%
HCA vs IBB
+20.0%
+50.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.3% |
| 7D | +4.9% | -3.9% | +8.8% | +6.7% |
| 30D | +1.9% | +2.7% | -0.9% | +0.4% |
| 3M | +12.7% | +21.4% | -8.6% | +3.4% |
| 6M | -22.3% | +20.1% | -42.4% | -28.6% |
| YTD | -9.3% | +21.9% | -31.2% | -17.5% |
| 1Y | +2.7% | +44.1% | -41.4% | -13.9% |
| 3Y | +57.8% | +63.4% | -5.5% | +22.2% |
| 5Y | +70.3% | +19.8% | +50.6% | +35.2% |
| All | +70.3% | +20.0% | +50.4% | +35.2% |
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