+29.3%
V vs HCA
+11.2%
+18.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.3% | -6.5% | +2.3% |
| 7D | +9.0% | +10.2% | -1.3% | +7.3% |
| 30D | +18.1% | +17.4% | +0.7% | +15.4% |
| 3M | +18.3% | +27.7% | -9.3% | +14.2% |
| 6M | +34.1% | +20.0% | +14.1% | +29.4% |
| YTD | +25.2% | +10.0% | +15.3% | +20.5% |
| 1Y | +29.3% | +9.0% | +20.3% | +24.3% |
| All | +29.3% | +11.2% | +18.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling