+490.2%
HCA vs URI
+1,233.8%
-743.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.7% | +1.1% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | +2.4% | -13.4% | +15.7% | +7.0% |
| 3M | +13.0% | -6.2% | +19.3% | +14.5% |
| 6M | -21.4% | +28.0% | -49.4% | -29.2% |
| YTD | -9.5% | +23.0% | -32.4% | -18.3% |
| 1Y | +7.5% | +5.5% | +2.0% | +1.8% |
| 3Y | +57.6% | +119.2% | -61.6% | +6.9% |
| 5Y | +71.1% | +201.0% | -129.9% | -2.1% |
| All | +490.2% | +1,233.8% | -743.7% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded URI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling