+72.8%
HCA vs WCC
+223.5%
-150.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +0.8% |
| 7D | +5.4% | +1.4% | +4.0% | +5.2% |
| 30D | +3.0% | -2.3% | +5.2% | +3.2% |
| 3M | +13.0% | +3.7% | +9.4% | +11.7% |
| 6M | -20.3% | +34.8% | -55.0% | -25.2% |
| YTD | -8.2% | +46.1% | -54.4% | -15.3% |
| 1Y | +6.7% | +62.7% | -56.0% | -4.0% |
| 3Y | +60.4% | +133.6% | -73.2% | +25.4% |
| All | +72.8% | +223.5% | -150.8% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling