+1,003.0%
BE vs XLV
+116.2%
+886.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.9% | +6.9% |
| 7D | +9.0% | -3.6% | +12.6% | +13.3% |
| 30D | +16.3% | -1.8% | +18.1% | +17.8% |
| 3M | +10.8% | +7.8% | +3.0% | -3.8% |
| 6M | +73.2% | +9.1% | +64.1% | +47.8% |
| YTD | +217.4% | +7.7% | +209.6% | +172.7% |
| 1Y | +309.8% | +20.4% | +289.4% | +199.5% |
| 3Y | +1,726.2% | +30.8% | +1,695.4% | +1,063.9% |
| 5Y | +1,306.2% | +34.6% | +1,271.5% | +780.2% |
| All | +1,003.0% | +116.2% | +886.8% | +269.8% |
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