-26.3%
APH vs XEL
+7.2%
-33.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -1.9% | -46.8% | -48.8% |
| 30D | -51.9% | -1.9% | -50.0% | -52.0% |
| 3M | -43.6% | -1.9% | -41.7% | -44.0% |
| 6M | -37.5% | -7.4% | -30.1% | -37.6% |
| YTD | -38.6% | +4.1% | -42.7% | -39.1% |
| 1Y | -26.3% | +8.0% | -34.4% | -25.2% |
| All | -26.3% | +7.2% | -33.5% | -25.2% |
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