+64,592.5%
NFLX vs XLV
+723.8%
+63,868.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +2.0% |
| 7D | -1.1% | -3.6% | +2.5% | +1.9% |
| 30D | +4.3% | -1.8% | +6.1% | +5.9% |
| 3M | -4.8% | +7.8% | -12.5% | -10.5% |
| 6M | -18.4% | +9.1% | -27.5% | -24.5% |
| YTD | -17.4% | +7.7% | -25.2% | -22.9% |
| 1Y | -35.7% | +20.4% | -56.1% | -45.7% |
| 3Y | +73.8% | +30.8% | +43.0% | +33.9% |
| 5Y | +29.3% | +34.6% | -5.4% | -1.9% |
| 10Y | +702.1% | +173.4% | +528.7% | +225.4% |
| All | +64,592.5% | +723.8% | +63,868.6% | +8,952.1% |
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