-43.3%
APP vs XLV
+21.9%
-65.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.0% |
| 7D | +1.1% | -3.6% | +4.6% | -0.1% |
| 30D | +6.6% | -1.8% | +8.5% | +6.2% |
| 3M | -32.3% | +7.8% | -40.1% | -30.1% |
| 6M | -29.8% | +9.1% | -38.9% | -27.9% |
| YTD | -51.9% | +7.7% | -59.7% | -50.9% |
| 1Y | -43.3% | +20.4% | -63.7% | -42.3% |
| All | -43.3% | +21.9% | -65.2% | -42.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling