-0.9%
HCA vs IWD
+30.5%
-31.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.6% |
| 7D | -3.1% | -0.3% | -2.8% | -2.9% |
| 30D | -1.1% | +0.6% | -1.7% | -1.5% |
| 3M | +12.2% | +7.2% | +4.9% | +8.4% |
| 6M | -25.3% | +16.2% | -41.6% | -30.9% |
| YTD | -12.9% | +23.3% | -36.3% | -21.8% |
| 1Y | -0.9% | +29.6% | -30.5% | -14.0% |
| All | -0.9% | +30.5% | -31.4% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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