+309.8%
BE vs XLU
+3.1%
+306.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.9% |
| 7D | +9.0% | -1.6% | +10.6% | +10.6% |
| 30D | +16.3% | -3.3% | +19.6% | +19.5% |
| 3M | +10.8% | -3.2% | +14.0% | +10.3% |
| 6M | +73.2% | -7.0% | +80.2% | +79.9% |
| YTD | +217.4% | +0.6% | +216.7% | +181.6% |
| 1Y | +309.8% | +2.4% | +307.4% | +363.8% |
| All | +309.8% | +3.1% | +306.7% | +363.8% |
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 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