+9.0%
HCA vs RVMD
+244.4%
-235.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.8% | +7.5% | +10.4% |
| 7D | +10.2% | +5.8% | +4.4% | +10.4% |
| 30D | +17.4% | -3.8% | +21.3% | +17.2% |
| 3M | +27.7% | +3.2% | +24.5% | +27.8% |
| 6M | +20.0% | +35.0% | -15.0% | +21.0% |
| YTD | +10.0% | +150.7% | -140.7% | +13.5% |
| 1Y | +9.0% | +241.0% | -231.9% | +7.7% |
| All | +9.0% | +244.4% | -235.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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