+394.8%
AMD vs XLV
+32.7%
+362.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.1% |
| 7D | +14.0% | -3.7% | +17.7% | +15.1% |
| 30D | +11.0% | -1.1% | +12.1% | +11.0% |
| 3M | +9.6% | +8.2% | +1.3% | +4.0% |
| 6M | +157.1% | +8.9% | +148.2% | +142.9% |
| YTD | +143.3% | +8.5% | +134.8% | +129.9% |
| 1Y | +234.4% | +22.3% | +212.1% | +184.1% |
| All | +394.8% | +32.7% | +362.1% | +315.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling