+55.3%
BE vs XLV
+34.1%
+21.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.4% | -2.7% |
| 7D | -12.1% | +5.5% | -17.7% | -6.0% |
| 30D | -30.1% | +13.3% | -43.4% | -18.4% |
| 3M | -12.1% | +17.4% | -29.6% | +7.7% |
| 6M | -30.6% | +32.1% | -62.7% | -10.5% |
| YTD | +130.6% | +24.0% | +106.6% | +183.0% |
| 1Y | +55.3% | +32.9% | +22.4% | +97.5% |
| All | +55.3% | +34.1% | +21.2% | +97.5% |
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