+3,023.8%
AMD vs XLU
+639.2%
+2,384.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.4% | +11.4% | +11.3% |
| 7D | -11.0% | -0.7% | -10.4% | -10.6% |
| 30D | -30.5% | +4.8% | -35.3% | -32.9% |
| 3M | -8.2% | +0.2% | -8.4% | -8.7% |
| 6M | +6.6% | -4.3% | +10.9% | +8.8% |
| YTD | +109.7% | +3.1% | +106.5% | +102.5% |
| 1Y | +88.9% | +0.3% | +88.6% | +86.0% |
| 3Y | +301.8% | +52.9% | +248.9% | +192.0% |
| 5Y | +229.4% | +49.1% | +180.2% | +140.6% |
| 10Y | +6,745.1% | +146.6% | +6,598.6% | +3,157.0% |
| All | +3,023.8% | +639.2% | +2,384.5% | +518.5% |
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