+1,731.8%
HCA vs WCN
+864.4%
+867.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.2% | +6.1% | +5.5% |
| 7D | +4.9% | -1.7% | +6.6% | +5.8% |
| 30D | +1.9% | -3.0% | +4.9% | +3.4% |
| 3M | +12.7% | +2.5% | +10.2% | +11.1% |
| 6M | -22.3% | -5.7% | -16.7% | -20.4% |
| YTD | -9.3% | -7.4% | -1.9% | -6.6% |
| 1Y | +2.7% | -8.6% | +11.4% | +6.4% |
| 3Y | +57.8% | +19.4% | +38.4% | +39.2% |
| 5Y | +70.3% | +27.2% | +43.1% | +43.9% |
| 10Y | +499.7% | +238.5% | +261.1% | +220.1% |
| All | +1,731.8% | +864.4% | +867.4% | +525.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling