+1,645.7%
HCA vs XRT
+336.3%
+1,309.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | +0.5% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | -2.7% | -5.6% | +2.9% | +0.3% |
| 3M | +11.5% | +2.5% | +8.9% | +9.7% |
| 6M | -24.3% | +3.7% | -28.0% | -26.1% |
| YTD | -13.6% | +1.0% | -14.6% | -14.7% |
| 1Y | -3.2% | -1.2% | -2.0% | -3.7% |
| 3Y | +50.4% | +43.4% | +7.0% | +16.8% |
| 5Y | +64.8% | -0.7% | +65.5% | +54.2% |
| 10Y | +456.5% | +123.7% | +332.9% | +162.8% |
| All | +1,645.7% | +336.3% | +1,309.5% | +428.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling