+1,988.6%
NOW vs XLU
+278.5%
+1,710.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | +0.5% | -6.0% | -5.7% |
| 30D | -26.8% | +5.3% | -32.0% | -28.4% |
| 3M | -19.4% | +1.2% | -20.6% | -20.1% |
| 6M | +12.3% | -1.6% | +13.9% | +12.0% |
| YTD | -32.9% | +4.8% | -37.7% | -35.5% |
| 1Y | -40.3% | +0.5% | -40.8% | -41.6% |
| 3Y | -19.1% | +58.9% | -77.9% | -37.6% |
| 5Y | -24.4% | +52.7% | -77.1% | -40.5% |
| 10Y | +521.8% | +161.0% | +360.8% | +297.4% |
| All | +1,988.6% | +278.5% | +1,710.1% | +903.0% |
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