+113.2%
WDC vs XLV
+34.1%
+79.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.1% | -9.8% | -4.5% |
| 7D | -18.3% | +5.5% | -23.8% | -15.0% |
| 30D | -26.7% | +13.3% | -40.0% | -19.7% |
| 3M | -40.9% | +17.4% | -58.4% | -33.8% |
| 6M | -26.8% | +32.1% | -58.9% | -22.7% |
| YTD | +88.2% | +24.0% | +64.1% | +112.1% |
| 1Y | +113.2% | +32.9% | +80.3% | +133.2% |
| All | +113.2% | +34.1% | +79.1% | +133.2% |
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