+6.7%
HCA vs WCC
+66.6%
-59.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.4% | +1.4% |
| 7D | +5.4% | +1.5% | +3.9% | +5.4% |
| 30D | +3.0% | -2.1% | +5.1% | +2.9% |
| 3M | +13.0% | +3.8% | +9.2% | +13.2% |
| 6M | -20.3% | +35.0% | -55.2% | -21.4% |
| YTD | -8.2% | +46.4% | -54.6% | -9.0% |
| 1Y | +6.7% | +63.0% | -56.3% | +6.8% |
| All | +6.7% | +66.6% | -59.9% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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