+41.6%
TXN vs XLV
+27.5%
+14.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.9% | +1.8% |
| 7D | -0.1% | +0.2% | -0.2% | -0.1% |
| 30D | -6.9% | +4.4% | -11.4% | -7.1% |
| 3M | -14.9% | +13.2% | -28.2% | -17.5% |
| 6M | +29.0% | +10.1% | +18.9% | +26.8% |
| YTD | +51.5% | +11.7% | +39.8% | +47.7% |
| 1Y | +41.6% | +26.9% | +14.6% | +32.3% |
| All | +41.6% | +27.5% | +14.0% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling