+2,771.1%
NOW vs XLV
+474.1%
+2,297.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -1.8% |
| 7D | -2.4% | +0.2% | -2.6% | -2.6% |
| 30D | +20.5% | +4.4% | +16.1% | +14.7% |
| 3M | +18.3% | +13.2% | +5.1% | +3.1% |
| 6M | +24.1% | +10.1% | +14.0% | +10.5% |
| YTD | -7.8% | +11.7% | -19.5% | -19.4% |
| 1Y | -21.4% | +26.9% | -48.3% | -41.1% |
| 3Y | +19.5% | +35.0% | -15.4% | -18.2% |
| 5Y | +4.1% | +35.9% | -31.8% | -28.0% |
| 10Y | +826.4% | +179.0% | +647.4% | +178.3% |
| All | +2,771.1% | +474.1% | +2,297.0% | +338.2% |
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 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