+6.7%
HCA vs IVZ
+49.7%
-43.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.3% |
| 7D | +5.4% | -2.4% | +7.8% | +5.5% |
| 30D | +3.0% | +3.0% | -0.1% | +2.9% |
| 3M | +13.0% | +14.9% | -1.8% | +12.8% |
| 6M | -20.3% | +36.7% | -57.0% | -20.1% |
| YTD | -8.2% | +25.7% | -33.9% | -9.7% |
| 1Y | +6.7% | +47.7% | -41.0% | +2.4% |
| All | +6.7% | +49.7% | -43.0% | +2.4% |
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