+957.1%
WDC vs HCA
+69.0%
+888.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.1% | -4.3% | -4.4% |
| 7D | +4.4% | +2.9% | +1.5% | +3.8% |
| 30D | +5.3% | +2.4% | +2.9% | +4.7% |
| 3M | -5.9% | +13.0% | -19.0% | -9.7% |
| 6M | +73.2% | -21.4% | +94.6% | +84.7% |
| YTD | +167.8% | -9.5% | +177.3% | +173.1% |
| 1Y | +386.0% | +7.5% | +378.5% | +366.2% |
| 3Y | +1,309.7% | +57.6% | +1,252.1% | +1,033.5% |
| 5Y | +957.1% | +71.1% | +886.0% | +685.6% |
| All | +957.1% | +69.0% | +888.1% | +685.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling