+6,604.4%
ETN vs XLU
+621.3%
+5,983.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.2% |
| 7D | +3.5% | -1.6% | +5.1% | +4.6% |
| 30D | -7.5% | -3.3% | -4.2% | -5.5% |
| 3M | +8.3% | -3.2% | +11.5% | +10.2% |
| 6M | +20.2% | -7.0% | +27.1% | +25.3% |
| YTD | +34.7% | +0.6% | +34.0% | +33.4% |
| 1Y | +19.4% | +2.4% | +17.0% | +16.9% |
| 3Y | +85.5% | +46.3% | +39.3% | +42.9% |
| 5Y | +186.6% | +44.0% | +142.6% | +120.4% |
| 10Y | +724.7% | +140.1% | +584.6% | +342.2% |
| All | +6,604.4% | +621.3% | +5,983.2% | +1,734.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling