+39,220.1%
APH vs XLU
+633.0%
+38,587.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +5.0% | +0.8% | +4.1% | +4.4% |
| 30D | -3.9% | -1.3% | -2.5% | -3.1% |
| 3M | +13.0% | -1.3% | +14.3% | +13.4% |
| 6M | +25.2% | -7.6% | +32.8% | +31.0% |
| YTD | +22.9% | +2.3% | +20.7% | +20.5% |
| 1Y | +47.8% | +5.8% | +42.1% | +41.7% |
| 3Y | +283.0% | +50.5% | +232.5% | +187.0% |
| 5Y | +349.7% | +44.1% | +305.5% | +243.6% |
| 10Y | +1,061.2% | +138.2% | +923.0% | +510.4% |
| All | +39,220.1% | +633.0% | +38,587.2% | +9,951.6% |
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