+514.0%
NOW vs XLU
+164.3%
+349.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +0.3% | +2.1% | -1.8% | -0.6% |
| 30D | -27.0% | +5.6% | -32.5% | -28.7% |
| 3M | -19.6% | +0.7% | -20.4% | -20.2% |
| 6M | +17.5% | -0.1% | +17.5% | +16.3% |
| YTD | -33.3% | +5.3% | -38.6% | -36.2% |
| 1Y | -39.8% | +2.2% | -42.0% | -41.7% |
| 3Y | -19.9% | +61.6% | -81.5% | -40.4% |
| 5Y | -26.1% | +53.6% | -79.6% | -43.5% |
| All | +514.0% | +164.3% | +349.7% | +299.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling