+282.2%
APH vs XLU
+49.0%
+233.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.4% | +4.5% | +4.3% |
| 7D | -5.9% | -0.7% | -5.2% | -5.6% |
| 30D | -14.8% | +4.8% | -19.6% | -17.1% |
| 3M | -12.4% | +0.2% | -12.6% | -12.7% |
| 6M | +8.1% | -4.3% | +12.4% | +10.1% |
| YTD | +10.9% | +3.1% | +7.8% | +8.3% |
| 1Y | +8.8% | +0.3% | +8.5% | +7.8% |
| 3Y | +262.1% | +52.9% | +209.2% | +181.3% |
| All | +282.2% | +49.0% | +233.2% | +188.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling