-7.3%
AMT vs XEL
+7.9%
-15.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | -2.7% | -1.2% | -1.5% | -2.2% |
| 30D | +2.0% | -2.9% | +4.9% | +3.1% |
| 3M | -9.3% | -2.7% | -6.6% | -8.5% |
| 6M | -5.2% | -6.5% | +1.3% | -3.2% |
| YTD | +0.5% | +3.6% | -3.2% | +0.3% |
| 1Y | -7.3% | +7.5% | -14.8% | -5.1% |
| All | -7.3% | +7.9% | -15.2% | -5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling