+352.8%
APH vs XLU
+47.4%
+305.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.7% |
| 7D | +0.2% | +2.1% | -1.9% | -0.9% |
| 30D | -3.3% | -0.4% | -3.0% | -3.2% |
| 3M | +14.0% | +0.5% | +13.6% | +13.2% |
| 6M | +24.4% | -5.8% | +30.2% | +27.9% |
| YTD | +21.4% | +3.1% | +18.3% | +18.7% |
| 1Y | +48.9% | +8.1% | +40.8% | +41.9% |
| 3Y | +290.1% | +50.5% | +239.6% | +207.4% |
| 5Y | +352.8% | +44.7% | +308.1% | +255.5% |
| All | +352.8% | +47.4% | +305.4% | +255.5% |
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 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