+46.9%
GILD vs XLU
+0.1%
+46.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +0.9% |
| 7D | -0.6% | +0.3% | -0.9% | -0.7% |
| 30D | +12.0% | +5.7% | +6.3% | +9.9% |
| 3M | +27.8% | +1.2% | +26.7% | +27.3% |
| 6M | +30.5% | -0.7% | +31.2% | +31.2% |
| YTD | +40.4% | +4.7% | +35.7% | +44.5% |
| All | +46.9% | +0.1% | +46.7% | +50.8% |
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