+1,729.1%
HCA vs SYY
+360.2%
+1,368.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.6% |
| 7D | +2.9% | +1.5% | +1.4% | +2.2% |
| 30D | +2.4% | -2.3% | +4.7% | +3.7% |
| 3M | +13.0% | +5.5% | +7.6% | +10.0% |
| 6M | -21.4% | -1.0% | -20.4% | -21.8% |
| YTD | -9.5% | +14.1% | -23.6% | -16.7% |
| 1Y | +7.5% | +5.6% | +2.0% | +2.8% |
| 3Y | +57.6% | +27.9% | +29.7% | +34.0% |
| 5Y | +71.1% | +22.7% | +48.4% | +46.1% |
| 10Y | +498.8% | +113.9% | +384.9% | +245.1% |
| All | +1,729.1% | +360.2% | +1,368.9% | +616.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 all: compounded portfolio wealth divided by compounded SYY 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…
all analysis · Full analysis span regression · 6 months rolling