+1,754.0%
HCA vs WY
+66.7%
+1,687.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.2% |
| 7D | +5.4% | -4.2% | +9.6% | +7.4% |
| 30D | +3.0% | -10.1% | +13.1% | +7.9% |
| 3M | +13.0% | -8.5% | +21.5% | +17.1% |
| 6M | -20.3% | -3.3% | -16.9% | -19.7% |
| YTD | -8.2% | -4.4% | -3.8% | -7.7% |
| 1Y | +6.7% | -11.5% | +18.2% | +10.8% |
| 3Y | +60.4% | -24.3% | +84.7% | +74.6% |
| 5Y | +73.4% | -21.3% | +94.8% | +82.6% |
| 10Y | +506.9% | +7.0% | +499.9% | +404.4% |
| All | +1,754.0% | +66.7% | +1,687.2% | +970.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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