+360.5%
BE vs XLU
+4.9%
+355.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.1% | +7.2% | +7.2% |
| 7D | +20.0% | +0.8% | +19.2% | +19.2% |
| 30D | +7.9% | -1.3% | +9.2% | +9.3% |
| 3M | -13.2% | -1.3% | -11.9% | -15.2% |
| 6M | +53.5% | -7.6% | +61.1% | +64.2% |
| YTD | +191.0% | +2.3% | +188.8% | +149.4% |
| 1Y | +360.5% | +5.8% | +354.7% | +328.7% |
| All | +360.5% | +4.9% | +355.6% | +328.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling