+103.2%
INTC vs XLV
+33.9%
+69.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +7.5% | -3.6% | +11.0% | +10.1% |
| 30D | +2.0% | -1.8% | +3.8% | +2.6% |
| 3M | -12.0% | +7.8% | -19.8% | -19.7% |
| 6M | +114.5% | +9.1% | +105.4% | +93.0% |
| YTD | +179.0% | +7.7% | +171.2% | +154.6% |
| 1Y | +318.3% | +20.4% | +297.9% | +238.1% |
| 3Y | +171.2% | +30.8% | +140.4% | +103.0% |
| All | +103.2% | +33.9% | +69.3% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling