+1,754.0%
HCA vs TROW
+178.5%
+1,575.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.5% | +1.8% |
| 7D | +5.4% | -3.2% | +8.6% | +6.8% |
| 30D | +3.0% | -4.6% | +7.6% | +4.9% |
| 3M | +13.0% | -0.7% | +13.7% | +13.0% |
| 6M | -20.3% | +22.2% | -42.5% | -26.9% |
| YTD | -8.2% | +6.6% | -14.9% | -11.5% |
| 1Y | +6.7% | +5.8% | +0.9% | +2.9% |
| 3Y | +60.4% | +11.6% | +48.8% | +46.7% |
| 5Y | +73.4% | -38.9% | +112.4% | +100.6% |
| 10Y | +506.9% | +128.5% | +378.4% | +276.7% |
| All | +1,754.0% | +178.5% | +1,575.4% | +872.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling