+426.3%
HCA vs WING
+407.0%
+19.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -1.0% | -0.8% |
| 7D | -2.8% | -0.1% | -2.7% | -2.8% |
| 30D | -2.7% | -6.0% | +3.3% | -2.1% |
| 3M | +11.5% | -23.5% | +35.0% | +15.5% |
| 6M | -24.3% | -52.0% | +27.7% | -15.8% |
| YTD | -13.6% | -53.8% | +40.2% | -4.5% |
| 1Y | -3.2% | -63.8% | +60.6% | +11.2% |
| 3Y | +50.4% | -30.8% | +81.2% | +43.0% |
| 5Y | +64.8% | -34.3% | +99.1% | +50.7% |
| 10Y | +456.5% | +352.4% | +104.2% | +224.0% |
| All | +426.3% | +407.0% | +19.3% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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