+60.4%
HCA vs NVD
-99.1%
+159.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.1% | +1.4% |
| 7D | +5.4% | +10.8% | -5.4% | +5.3% |
| 30D | +3.0% | +0.8% | +2.2% | +3.0% |
| 3M | +13.0% | -20.8% | +33.9% | +13.3% |
| 6M | -20.3% | -41.2% | +20.9% | -19.9% |
| YTD | -8.2% | -44.2% | +36.0% | -7.8% |
| 1Y | +6.7% | -54.2% | +60.9% | +7.2% |
| 3Y | +60.4% | -99.1% | +159.5% | +47.8% |
| All | +60.4% | -99.1% | +159.5% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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