+7.7%
HCA vs ROIV
+209.9%
-202.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.1% | +4.9% |
| 7D | +4.9% | +22.3% | -17.4% | +5.1% |
| 30D | +1.9% | +16.9% | -15.0% | +2.0% |
| 3M | +12.7% | +43.9% | -31.2% | +12.7% |
| 6M | -22.3% | +41.6% | -63.9% | -22.5% |
| YTD | -9.3% | +92.7% | -102.0% | -8.3% |
| All | +7.7% | +209.9% | -202.2% | +6.3% |
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