+50.4%
HCA vs IWD
+71.7%
-21.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -2.8% | -0.2% | -2.6% | -2.7% |
| 30D | -2.7% | -0.8% | -2.0% | -2.2% |
| 3M | +11.5% | +8.0% | +3.5% | +6.1% |
| 6M | -24.3% | +18.2% | -42.5% | -32.2% |
| YTD | -13.6% | +22.3% | -35.9% | -24.5% |
| 1Y | -3.2% | +28.9% | -32.1% | -18.6% |
| 3Y | +50.4% | +71.5% | -21.1% | -3.3% |
| All | +50.4% | +71.7% | -21.3% | -3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling