+9.0%
HCA vs MSCI
+17.3%
-8.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +5.4% | +4.9% | +9.4% |
| 7D | +10.2% | +11.5% | -1.2% | +8.6% |
| 30D | +17.4% | +22.1% | -4.7% | +14.6% |
| 3M | +27.7% | +18.4% | +9.3% | +24.9% |
| 6M | +20.0% | +16.6% | +3.4% | +17.5% |
| YTD | +10.0% | +18.8% | -8.9% | +6.4% |
| 1Y | +9.0% | +19.0% | -10.0% | +5.0% |
| All | +9.0% | +17.3% | -8.2% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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