+3,222.2%
AMD vs XLV
+934.7%
+2,287.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.9% |
| 7D | +2.6% | +0.2% | +2.4% | +2.3% |
| 30D | -0.9% | +4.4% | -5.4% | -6.6% |
| 3M | -8.7% | +13.2% | -22.0% | -23.6% |
| 6M | +136.3% | +10.1% | +126.2% | +103.1% |
| YTD | +123.0% | +11.7% | +111.3% | +87.4% |
| 1Y | +195.2% | +26.9% | +168.2% | +110.3% |
| 3Y | +336.3% | +35.0% | +301.4% | +185.2% |
| 5Y | +334.5% | +35.9% | +298.6% | +186.9% |
| 10Y | +6,259.1% | +179.0% | +6,080.1% | +1,720.7% |
| All | +3,222.2% | +934.7% | +2,287.5% | +114.1% |
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