+49.5%
TXN vs XLU
+3.1%
+46.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +3.9% |
| 7D | +4.0% | -1.6% | +5.6% | +4.6% |
| 30D | -2.9% | -3.3% | +0.5% | -1.5% |
| 3M | -9.1% | -3.2% | -5.9% | -8.8% |
| 6M | +36.6% | -7.0% | +43.6% | +39.5% |
| YTD | +57.5% | +0.6% | +56.9% | +57.2% |
| 1Y | +49.5% | +2.4% | +47.1% | +46.8% |
| All | +49.5% | +3.1% | +46.4% | +46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling