+116,838.1%
AAPL vs XLV
+897.9%
+115,940.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.9% |
| 7D | +3.8% | -3.6% | +7.4% | +7.1% |
| 30D | +9.9% | -1.8% | +11.8% | +11.6% |
| 3M | +12.5% | +7.8% | +4.7% | +5.0% |
| 6M | +27.6% | +9.1% | +18.5% | +17.5% |
| YTD | +22.6% | +7.7% | +14.8% | +13.8% |
| 1Y | +45.0% | +20.4% | +24.6% | +21.7% |
| 3Y | +87.8% | +30.8% | +57.0% | +45.1% |
| 5Y | +128.7% | +34.6% | +94.0% | +73.5% |
| 10Y | +1,308.9% | +173.4% | +1,135.5% | +492.5% |
| All | +116,838.1% | +897.9% | +115,940.2% | +15,989.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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