+1,658.7%
HCA vs IBB
+589.3%
+1,069.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.6% |
| 7D | -3.1% | +1.4% | -4.5% | -3.8% |
| 30D | -1.1% | +10.5% | -11.6% | -6.2% |
| 3M | +12.2% | +23.6% | -11.5% | +0.6% |
| 6M | -25.3% | +22.6% | -48.0% | -33.0% |
| YTD | -12.9% | +25.7% | -38.6% | -23.1% |
| 1Y | -0.9% | +51.4% | -52.3% | -20.7% |
| 3Y | +47.6% | +64.4% | -16.7% | +11.4% |
| 5Y | +67.0% | +22.1% | +44.8% | +45.0% |
| 10Y | +471.4% | +132.5% | +339.0% | +245.6% |
| All | +1,658.7% | +589.3% | +1,069.4% | +349.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling