+532.2%
BE vs XLU
+52.9%
+479.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.5% | -5.4% | -5.6% |
| 7D | +10.8% | +2.1% | +8.7% | +8.1% |
| 30D | -19.8% | +5.6% | -25.3% | -25.5% |
| 3M | -18.7% | +0.7% | -19.5% | -19.4% |
| 6M | -33.7% | -0.1% | -33.7% | -34.4% |
| YTD | +121.0% | +5.3% | +115.6% | +100.8% |
| 1Y | +85.4% | +2.2% | +83.3% | +76.7% |
| 3Y | +1,709.5% | +61.6% | +1,647.9% | +894.9% |
| All | +532.2% | +52.9% | +479.3% | +295.9% |
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