+9.0%
HCA vs TROW
+17.3%
-8.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +6.0% | +4.4% | +9.0% |
| 7D | +10.2% | +8.2% | +2.0% | +8.6% |
| 30D | +17.4% | +8.3% | +9.1% | +15.7% |
| 3M | +27.7% | -1.6% | +29.2% | +27.4% |
| 6M | +20.0% | +11.9% | +8.1% | +18.9% |
| YTD | +10.0% | +14.3% | -4.4% | +10.1% |
| 1Y | +9.0% | +17.0% | -8.0% | +9.2% |
| All | +9.0% | +17.3% | -8.3% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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