+1,731.8%
HCA vs WU
-31.9%
+1,763.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.2% |
| 7D | +4.9% | -4.9% | +9.8% | +6.7% |
| 30D | +1.9% | -1.3% | +3.2% | +2.1% |
| 3M | +12.7% | -3.6% | +16.3% | +12.2% |
| 6M | -22.3% | -24.3% | +2.0% | -15.8% |
| YTD | -9.3% | -21.1% | +11.8% | -3.5% |
| 1Y | +2.7% | -10.3% | +13.0% | +3.5% |
| 3Y | +57.8% | -28.4% | +86.2% | +68.7% |
| 5Y | +70.3% | -51.2% | +121.5% | +108.2% |
| 10Y | +499.7% | -39.6% | +539.3% | +563.5% |
| All | +1,731.8% | -31.9% | +1,763.7% | +1,696.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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