+1,341.2%
MU vs XLU
+51.6%
+1,289.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.9% |
| 7D | +7.2% | +2.1% | +5.1% | +6.3% |
| 30D | +14.0% | -0.4% | +14.3% | +14.1% |
| 3M | +5.4% | +0.5% | +4.9% | +5.1% |
| 6M | +170.3% | -5.8% | +176.1% | +176.8% |
| YTD | +250.7% | +3.1% | +247.5% | +241.4% |
| 1Y | +662.1% | +8.1% | +654.0% | +626.5% |
| 3Y | +1,341.2% | +50.5% | +1,290.7% | +1,177.4% |
| All | +1,341.2% | +51.6% | +1,289.6% | +1,177.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling