+2,573.1%
V vs HCA
+2,058.6%
+514.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.9% | +0.8% | +0.1% | +0.7% |
| 30D | +9.0% | +6.1% | +2.9% | +7.1% |
| 3M | +16.7% | +21.4% | -4.7% | +10.4% |
| 6M | +33.4% | +17.2% | +16.2% | +26.9% |
| YTD | +22.4% | +7.5% | +14.9% | +18.4% |
| 1Y | +27.7% | +6.2% | +21.5% | +23.9% |
| 3Y | +78.0% | +122.0% | -44.0% | +38.1% |
| 5Y | +108.5% | +112.2% | -3.7% | +60.2% |
| 10Y | +459.0% | +675.7% | -216.7% | +198.4% |
| All | +2,573.1% | +2,058.6% | +514.5% | +1,010.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling