+4,163.8%
ADI vs XLU
+630.6%
+3,533.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.2% |
| 7D | +2.6% | +0.6% | +2.0% | +2.2% |
| 30D | -4.6% | -0.4% | -4.2% | -4.4% |
| 3M | -9.5% | -1.7% | -7.8% | -8.9% |
| 6M | +14.8% | -7.1% | +22.0% | +19.3% |
| YTD | +35.8% | +1.9% | +33.9% | +33.4% |
| 1Y | +48.9% | +6.1% | +42.8% | +42.6% |
| 3Y | +115.6% | +48.8% | +66.8% | +66.5% |
| 5Y | +135.1% | +43.8% | +91.3% | +83.6% |
| 10Y | +636.4% | +143.2% | +493.3% | +303.8% |
| All | +4,163.8% | +630.6% | +3,533.2% | +931.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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