+50.4%
HCA vs ROIV
+253.6%
-203.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +18.8% | -19.5% | -1.5% |
| 7D | -2.8% | +20.2% | -23.0% | -3.6% |
| 30D | -2.7% | +14.1% | -16.9% | -3.4% |
| 3M | +11.5% | +45.6% | -34.1% | +9.2% |
| 6M | -24.3% | +44.1% | -68.4% | -25.8% |
| YTD | -13.6% | +91.2% | -104.7% | -16.8% |
| 1Y | -3.2% | +221.3% | -224.5% | -10.8% |
| 3Y | +50.4% | +229.2% | -178.8% | +33.6% |
| All | +50.4% | +253.6% | -203.2% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling