-40.8%
BMNR vs XLU
+4.9%
-45.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.1% | -5.7% | -5.7% |
| 7D | +4.9% | +0.8% | +4.1% | +4.3% |
| 30D | +35.5% | -1.3% | +36.8% | +36.5% |
| 3M | +39.6% | -1.3% | +40.9% | +37.1% |
| 6M | +18.2% | -7.6% | +25.9% | +28.0% |
| YTD | -8.0% | +2.3% | -10.3% | -18.7% |
| 1Y | -40.8% | +5.8% | -46.6% | -35.2% |
| All | -40.8% | +4.9% | -45.7% | -35.2% |
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