+498.2%
HCA vs RUN
+42.2%
+456.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.4% |
| 7D | +5.4% | -3.7% | +9.1% | +5.7% |
| 30D | +3.0% | -13.0% | +16.0% | +4.1% |
| 3M | +13.0% | -31.8% | +44.8% | +16.4% |
| 6M | -20.3% | -32.2% | +12.0% | -18.4% |
| YTD | -8.2% | -53.5% | +45.2% | -4.0% |
| 1Y | +6.7% | -46.5% | +53.2% | +8.8% |
| 3Y | +60.4% | -37.6% | +98.0% | +40.8% |
| 5Y | +73.4% | -80.9% | +154.3% | +66.6% |
| All | +498.2% | +42.2% | +456.0% | +255.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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