+58.5%
HCA vs KMB
-12.8%
+71.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.1% | +9.0% | +6.1% |
| 7D | +4.9% | -8.6% | +13.5% | +7.6% |
| 30D | +1.9% | -7.5% | +9.4% | +4.1% |
| 3M | +12.7% | -0.6% | +13.4% | +13.1% |
| 6M | -22.3% | -1.5% | -20.8% | -22.1% |
| YTD | -9.3% | +1.6% | -10.9% | -10.1% |
| 1Y | +2.7% | -20.8% | +23.5% | +9.4% |
| All | +58.5% | -12.8% | +71.2% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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