+12.3%
NOW vs XLU
-1.5%
+13.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.4% |
| 7D | -5.6% | +0.5% | -6.0% | -5.1% |
| 30D | -26.8% | +5.3% | -32.0% | -21.4% |
| 3M | -19.4% | +1.2% | -20.6% | -18.6% |
| 6M | +12.3% | -1.6% | +13.9% | +10.4% |
| All | +12.3% | -1.5% | +13.8% | +10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling