+18,578.8%
GILD vs XLU
+621.3%
+17,957.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | -4.8% | -1.6% | -3.2% | -4.0% |
| 30D | +5.8% | -3.3% | +9.1% | +7.6% |
| 3M | +14.9% | -3.2% | +18.1% | +16.8% |
| 6M | -0.4% | -7.0% | +6.6% | +3.2% |
| YTD | +18.5% | +0.6% | +17.9% | +17.8% |
| 1Y | +25.1% | +2.4% | +22.7% | +23.0% |
| 3Y | +105.9% | +46.3% | +59.6% | +66.1% |
| 5Y | +143.0% | +44.0% | +99.0% | +95.4% |
| 10Y | +162.4% | +140.1% | +22.3% | +50.6% |
| All | +18,578.8% | +621.3% | +17,957.6% | +5,190.1% |
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