+490.2%
HCA vs MSCI
+625.6%
-135.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.3% |
| 7D | +2.9% | -4.7% | +7.6% | +4.7% |
| 30D | +2.4% | -2.2% | +4.5% | +3.1% |
| 3M | +13.0% | -9.7% | +22.7% | +16.7% |
| 6M | -21.4% | +0.3% | -21.6% | -22.2% |
| YTD | -9.5% | -3.5% | -6.0% | -9.8% |
| 1Y | +7.5% | -1.4% | +8.9% | +5.8% |
| 3Y | +57.6% | +6.6% | +51.0% | +46.7% |
| 5Y | +71.1% | -10.9% | +82.0% | +65.3% |
| All | +490.2% | +625.6% | -135.4% | +180.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling