+9.0%
HCA vs IVZ
+30.5%
-21.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +4.2% | +6.2% | +10.2% |
| 7D | +10.2% | +2.6% | +7.6% | +10.1% |
| 30D | +17.4% | -3.5% | +20.9% | +17.3% |
| 3M | +27.7% | -7.4% | +35.1% | +27.5% |
| 6M | +20.0% | +14.7% | +5.3% | +20.4% |
| YTD | +10.0% | +14.6% | -4.6% | +7.4% |
| 1Y | +9.0% | +30.7% | -21.7% | +3.0% |
| All | +9.0% | +30.5% | -21.5% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling