+6.4%
HCA vs ROIV
+91.0%
-84.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.4% | -1.0% |
| 7D | -1.3% | +9.2% | -10.5% | -1.4% |
| 30D | +8.7% | +19.9% | -11.2% | +8.8% |
| 3M | +21.0% | +10.6% | +10.4% | +21.0% |
| 6M | +17.0% | +36.1% | -19.1% | +17.2% |
| YTD | +7.8% | +84.3% | -76.5% | +10.0% |
| 1Y | +6.4% | +87.6% | -81.1% | +7.8% |
| All | +6.4% | +91.0% | -84.5% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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