-90.0%
MARA vs XLU
+283.6%
-373.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +5.0% |
| 7D | +5.9% | -1.6% | +7.5% | +6.8% |
| 30D | +24.3% | -3.3% | +27.6% | +26.3% |
| 3M | -12.0% | -3.2% | -8.8% | -10.7% |
| 6M | +40.1% | -7.0% | +47.1% | +45.0% |
| YTD | +33.4% | +0.6% | +32.8% | +33.2% |
| 1Y | -23.7% | +2.4% | -26.2% | -24.2% |
| 3Y | +19.0% | +46.3% | -27.3% | +1.7% |
| 5Y | -66.5% | +44.0% | -110.4% | -70.8% |
| 10Y | -73.4% | +140.1% | -213.5% | -78.7% |
| All | -90.0% | +283.6% | -373.6% | -91.8% |
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 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