+348.0%
AMD vs XLU
+51.2%
+296.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.7% |
| 7D | +2.6% | +0.8% | +1.8% | +2.3% |
| 30D | -0.9% | -1.3% | +0.4% | -0.4% |
| 3M | -8.7% | -1.3% | -7.4% | -8.6% |
| 6M | +136.3% | -7.6% | +144.0% | +143.1% |
| YTD | +123.0% | +2.3% | +120.7% | +118.8% |
| 1Y | +195.2% | +5.8% | +189.4% | +188.4% |
| All | +348.0% | +51.2% | +296.8% | +312.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling