+1,003.0%
BE vs XLU
+108.8%
+894.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +7.0% |
| 7D | +9.0% | -1.6% | +10.6% | +10.8% |
| 30D | +16.3% | -3.3% | +19.6% | +20.2% |
| 3M | +10.8% | -3.2% | +14.0% | +13.1% |
| 6M | +73.2% | -7.0% | +80.2% | +83.9% |
| YTD | +217.4% | +0.6% | +216.7% | +211.5% |
| 1Y | +309.8% | +2.4% | +307.4% | +298.7% |
| 3Y | +1,726.2% | +46.3% | +1,679.9% | +1,242.8% |
| 5Y | +1,306.2% | +44.0% | +1,262.2% | +960.2% |
| All | +1,003.0% | +108.8% | +894.2% | +872.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling