+8,017.8%
AMD vs XLU
+139.3%
+7,878.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.9% | +5.0% | +5.5% |
| 7D | +10.0% | +2.1% | +7.9% | +8.9% |
| 30D | +4.6% | -0.4% | +5.0% | +4.8% |
| 3M | +3.1% | +0.5% | +2.7% | +2.6% |
| 6M | +162.8% | -5.8% | +168.6% | +169.5% |
| YTD | +136.2% | +3.1% | +133.0% | +130.7% |
| 1Y | +234.0% | +8.1% | +225.9% | +219.6% |
| 3Y | +376.7% | +50.5% | +326.2% | +280.9% |
| 5Y | +376.3% | +44.7% | +331.6% | +288.4% |
| 10Y | +8,017.8% | +136.8% | +7,881.0% | +5,528.7% |
| All | +8,017.8% | +139.3% | +7,878.6% | +5,528.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling