+30.6%
AMD vs XLV
+31.7%
-1.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +5.3% |
| 7D | +44.7% | +1.6% | +43.2% | +46.6% |
| 30D | -3.3% | +10.7% | -14.1% | +12.3% |
| 3M | +21.2% | +11.9% | +9.3% | +44.9% |
| 6M | +30.6% | +29.8% | +0.7% | +81.4% |
| All | +30.6% | +31.7% | -1.1% | +81.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling