-17.6%
UBER vs XLV
+27.5%
-45.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | +0.1% |
| 7D | -3.9% | +0.2% | -4.1% | -3.9% |
| 30D | +11.1% | +4.4% | +6.7% | +9.5% |
| 3M | +4.9% | +13.2% | -8.3% | +2.0% |
| 6M | -1.2% | +10.1% | -11.3% | -4.4% |
| YTD | -7.3% | +11.7% | -19.0% | -10.3% |
| 1Y | -17.6% | +26.9% | -44.6% | -17.2% |
| All | -17.6% | +27.5% | -45.2% | -17.2% |
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 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