+789.1%
NOW vs XLV
+174.9%
+614.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.2% |
| 7D | -6.2% | -3.6% | -2.6% | -2.5% |
| 30D | +6.1% | -1.8% | +7.9% | +8.0% |
| 3M | +28.6% | +7.8% | +20.8% | +19.0% |
| 6M | +14.6% | +9.1% | +5.5% | +3.8% |
| YTD | -13.5% | +7.7% | -21.2% | -20.9% |
| 1Y | -29.4% | +20.4% | -49.8% | -43.4% |
| 3Y | +9.4% | +30.8% | -21.4% | -21.7% |
| 5Y | +2.3% | +34.6% | -32.4% | -27.8% |
| All | +789.1% | +174.9% | +614.2% | +232.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling