+9.0%
HCA vs WCN
+16.1%
-7.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.8% | +7.6% | +9.6% |
| 7D | +10.2% | +6.7% | +3.5% | +8.6% |
| 30D | +17.4% | +24.3% | -6.9% | +11.8% |
| 3M | +27.7% | +16.1% | +11.6% | +23.5% |
| 6M | +20.0% | +19.9% | +0.1% | +15.3% |
| YTD | +10.0% | +10.1% | -0.1% | +8.4% |
| 1Y | +9.0% | +14.4% | -5.4% | +4.8% |
| All | +9.0% | +16.1% | -7.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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