+1,729.1%
HCA vs UUUU
-70.7%
+1,799.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.3% |
| 7D | +2.9% | -5.0% | +8.0% | +3.3% |
| 30D | +2.4% | -7.8% | +10.2% | +2.8% |
| 3M | +13.0% | -0.4% | +13.5% | +12.6% |
| 6M | -21.4% | -32.9% | +11.5% | -20.1% |
| YTD | -9.5% | -6.3% | -3.2% | -11.0% |
| 1Y | +7.5% | +7.9% | -0.4% | +3.5% |
| 3Y | +57.6% | +85.2% | -27.6% | +41.2% |
| 5Y | +71.1% | +97.0% | -25.9% | +48.0% |
| 10Y | +498.8% | +492.6% | +6.2% | +342.2% |
| All | +1,729.1% | -70.7% | +1,799.8% | +1,280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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