+38,767.3%
ADI vs XEL
+1,928.4%
+36,838.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -0.3% | +4.9% | +4.7% |
| 30D | -1.2% | -3.9% | +2.8% | 0.0% |
| 3M | -7.8% | -2.8% | -5.0% | -7.2% |
| 6M | +19.3% | -5.4% | +24.7% | +20.9% |
| YTD | +40.9% | +3.8% | +37.2% | +38.7% |
| 1Y | +54.5% | +6.8% | +47.7% | +50.4% |
| 3Y | +123.4% | +45.6% | +77.8% | +94.4% |
| 5Y | +142.3% | +30.7% | +111.6% | +116.5% |
| 10Y | +664.1% | +151.7% | +512.4% | +454.1% |
| All | +38,767.3% | +1,928.4% | +36,838.9% | +13,133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling