+3,341.8%
V vs XLU
+338.4%
+3,003.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.0% |
| 7D | +0.9% | +2.1% | -1.2% | -0.3% |
| 30D | +9.0% | +5.6% | +3.4% | +5.5% |
| 3M | +16.7% | +0.7% | +16.0% | +16.0% |
| 6M | +33.4% | -0.1% | +33.5% | +33.0% |
| YTD | +22.4% | +5.3% | +17.0% | +17.3% |
| 1Y | +27.7% | +2.2% | +25.5% | +24.6% |
| 3Y | +78.0% | +61.6% | +16.4% | +29.3% |
| 5Y | +108.5% | +53.6% | +54.9% | +53.6% |
| 10Y | +459.0% | +162.3% | +296.8% | +183.5% |
| All | +3,341.8% | +338.4% | +3,003.4% | +1,085.3% |
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