+6.7%
HCA vs IWD
+28.9%
-22.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +5.4% | -0.8% | +6.2% | +5.9% |
| 30D | +3.0% | -0.8% | +3.8% | +3.4% |
| 3M | +13.0% | +6.9% | +6.1% | +9.7% |
| 6M | -20.3% | +18.3% | -38.5% | -26.1% |
| YTD | -8.2% | +22.4% | -30.6% | -16.5% |
| 1Y | +6.7% | +27.4% | -20.7% | -4.8% |
| All | +6.7% | +28.9% | -22.2% | -4.8% |
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