+916.1%
WDC vs XLV
+33.9%
+882.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -4.3% | -3.6% | -0.8% | -2.3% |
| 30D | -1.5% | -1.8% | +0.3% | -1.0% |
| 3M | -15.5% | +7.8% | -23.3% | -22.3% |
| 6M | +66.5% | +9.1% | +57.3% | +51.0% |
| YTD | +159.9% | +7.7% | +152.1% | +138.9% |
| 1Y | +366.0% | +20.4% | +345.5% | +286.1% |
| 3Y | +1,285.8% | +30.8% | +1,255.1% | +944.9% |
| All | +916.1% | +33.9% | +882.2% | +616.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling