+9.5%
V vs HCA
+2.1%
+7.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -3.0% | +2.9% | -6.0% | -3.5% |
| 30D | +1.2% | +2.4% | -1.2% | +0.8% |
| 3M | +13.9% | +13.0% | +0.9% | +11.5% |
| 6M | +17.2% | -21.4% | +38.6% | +19.8% |
| YTD | +5.3% | -9.5% | +14.8% | +4.6% |
| 1Y | +9.5% | +7.5% | +1.9% | +2.9% |
| All | +9.5% | +2.1% | +7.3% | +2.9% |
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