+3,615.2%
AMD vs XLV
+1,044.1%
+2,571.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.5% | -9.3% | -9.4% |
| 7D | +18.9% | +2.2% | +16.7% | +16.1% |
| 30D | -6.4% | +8.6% | -15.0% | -14.9% |
| 3M | +10.6% | +12.6% | -2.0% | -4.9% |
| 6M | +19.9% | +29.8% | -9.9% | -15.3% |
| YTD | +149.4% | +23.5% | +125.9% | +85.2% |
| 1Y | +115.4% | +25.7% | +89.7% | +55.9% |
| 3Y | +357.3% | +56.3% | +301.0% | +149.6% |
| 5Y | +261.1% | +53.1% | +208.0% | +106.3% |
| 10Y | +7,883.0% | +216.7% | +7,666.2% | +1,865.3% |
| All | +3,615.2% | +1,044.1% | +2,571.1% | +111.7% |
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