+1,979.8%
TXN vs XLU
+621.3%
+1,358.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.3% | +4.1% | +4.0% |
| 7D | +4.0% | -1.6% | +5.6% | +4.9% |
| 30D | -2.9% | -3.3% | +0.5% | -1.0% |
| 3M | -9.1% | -3.2% | -5.9% | -7.7% |
| 6M | +36.6% | -7.0% | +43.6% | +42.1% |
| YTD | +57.5% | +0.6% | +56.9% | +56.2% |
| 1Y | +49.5% | +2.4% | +47.1% | +46.5% |
| 3Y | +76.5% | +46.3% | +30.3% | +38.4% |
| 5Y | +62.4% | +44.0% | +18.4% | +27.2% |
| 10Y | +429.7% | +140.1% | +289.6% | +194.9% |
| All | +1,979.8% | +621.3% | +1,358.5% | +406.0% |
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