+140.1%
AMT vs XEL
+187.3%
-47.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.6% |
| 7D | -2.2% | +1.4% | -3.6% | -3.1% |
| 30D | +5.8% | +9.2% | -3.4% | -0.2% |
| 3M | +12.6% | +4.5% | +8.0% | +9.2% |
| 6M | +8.3% | +3.6% | +4.7% | +5.3% |
| YTD | +11.4% | +12.9% | -1.5% | +2.1% |
| 1Y | +7.7% | +4.1% | +3.6% | +4.0% |
| 3Y | +14.8% | +52.3% | -37.5% | -16.2% |
| 5Y | -18.0% | +51.6% | -69.6% | -40.4% |
| All | +140.1% | +187.3% | -47.2% | +22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling