+13,271.7%
GOOGL vs XLV
+724.3%
+12,547.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.1% |
| 7D | -2.8% | -4.4% | +1.6% | +0.9% |
| 30D | -3.2% | -1.4% | -1.8% | -2.2% |
| 3M | -6.6% | +8.9% | -15.5% | -14.0% |
| 6M | +8.5% | +9.1% | -0.6% | -0.2% |
| YTD | +6.5% | +7.9% | -1.5% | -1.4% |
| 1Y | +39.4% | +22.7% | +16.7% | +15.1% |
| 3Y | +146.2% | +31.9% | +114.3% | +86.9% |
| 5Y | +138.3% | +34.9% | +103.5% | +78.5% |
| 10Y | +751.7% | +173.9% | +577.8% | +246.3% |
| All | +13,271.7% | +724.3% | +12,547.4% | +2,209.3% |
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 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