+57.7%
HCA vs KVUE
-20.4%
+78.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.4% | +1.4% |
| 7D | +5.4% | -5.1% | +10.5% | +6.4% |
| 30D | +3.0% | -6.3% | +9.3% | +4.1% |
| 3M | +13.0% | -0.5% | +13.5% | +13.2% |
| 6M | -20.3% | +3.1% | -23.3% | -20.6% |
| YTD | -8.2% | +6.7% | -14.9% | -9.3% |
| 1Y | +6.7% | -1.1% | +7.8% | +6.8% |
| 3Y | +60.4% | -8.7% | +69.1% | +63.4% |
| All | +57.7% | -20.4% | +78.2% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 all: compounded portfolio wealth divided by compounded KVUE 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…
all analysis · Full analysis span regression · 6 months rolling