+649.7%
XLU vs KMB
+409.8%
+239.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.6% |
| 7D | +2.1% | -2.7% | +4.8% | +3.1% |
| 30D | -0.4% | -5.0% | +4.7% | +1.5% |
| 3M | +0.5% | +6.6% | -6.1% | -2.2% |
| 6M | -5.8% | +1.0% | -6.8% | -6.7% |
| YTD | +3.1% | +6.0% | -2.8% | +0.1% |
| 1Y | +8.1% | -16.6% | +24.7% | +14.0% |
| 3Y | +50.5% | -8.6% | +59.2% | +51.8% |
| 5Y | +44.7% | -10.9% | +55.6% | +46.4% |
| 10Y | +136.8% | +16.8% | +120.0% | +115.0% |
| All | +649.7% | +409.8% | +239.9% | +330.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded KMB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling