+3,971.7%
AMD vs XLV
+1,037.9%
+2,933.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.6% | +6.5% | +6.5% |
| 7D | +44.7% | +1.6% | +43.2% | +42.4% |
| 30D | -3.3% | +10.7% | -14.1% | -14.2% |
| 3M | +21.2% | +11.9% | +9.3% | +5.0% |
| 6M | +30.6% | +29.8% | +0.7% | -7.8% |
| YTD | +173.3% | +22.8% | +150.5% | +104.4% |
| 1Y | +126.1% | +25.0% | +101.1% | +64.9% |
| 3Y | +393.5% | +56.4% | +337.2% | +169.3% |
| 5Y | +295.8% | +52.3% | +243.5% | +127.6% |
| 10Y | +8,648.9% | +215.0% | +8,433.9% | +2,068.7% |
| All | +3,971.7% | +1,037.9% | +2,933.8% | +133.6% |
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