+26.9%
XLV vs SPOT
-21.9%
+48.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.1% | -0.9% |
| 7D | +0.2% | -0.9% | +1.1% | +0.2% |
| 30D | +4.4% | +12.5% | -8.0% | +4.0% |
| 3M | +13.2% | +9.9% | +3.3% | +12.7% |
| 6M | +10.1% | +1.6% | +8.5% | +9.3% |
| YTD | +11.7% | -6.6% | +18.3% | +10.2% |
| 1Y | +26.9% | -22.9% | +49.9% | +22.7% |
| All | +26.9% | -21.9% | +48.8% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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