+4,746.5%
WDC vs XLV
+899.8%
+3,846.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -3.8% |
| 7D | +4.4% | -4.4% | +8.8% | +9.4% |
| 30D | +5.3% | -1.4% | +6.7% | +5.8% |
| 3M | -5.9% | +8.9% | -14.8% | -17.8% |
| 6M | +73.2% | +9.1% | +64.1% | +50.2% |
| YTD | +167.8% | +7.9% | +159.9% | +135.5% |
| 1Y | +386.0% | +22.7% | +363.3% | +267.9% |
| 3Y | +1,309.7% | +31.9% | +1,277.8% | +868.3% |
| 5Y | +957.1% | +34.9% | +922.2% | +606.0% |
| 10Y | +1,246.7% | +173.9% | +1,072.8% | +309.1% |
| All | +4,746.5% | +899.8% | +3,846.8% | +323.1% |
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