+131.1%
ADI vs XEL
+27.8%
+103.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +1.3% | -1.2% | +2.6% | +1.6% |
| 30D | -6.0% | -2.9% | -3.1% | -5.4% |
| 3M | -7.7% | -2.7% | -5.0% | -7.4% |
| 6M | +14.0% | -6.5% | +20.5% | +15.2% |
| YTD | +34.4% | +3.6% | +30.8% | +32.9% |
| 1Y | +48.0% | +7.5% | +40.5% | +44.9% |
| 3Y | +113.3% | +46.3% | +67.0% | +90.9% |
| 5Y | +131.1% | +30.5% | +100.6% | +116.4% |
| All | +131.1% | +27.8% | +103.3% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 5y: compounded portfolio wealth divided by compounded XEL 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…
5y analysis · Full analysis span regression · 6 months rolling