+477.7%
ASX vs XEL
+33.1%
+444.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.5% | +6.0% |
| 7D | +6.3% | +1.3% | +5.0% | +6.3% |
| 30D | +6.4% | -1.5% | +7.9% | +6.4% |
| 3M | +13.1% | -0.2% | +13.4% | +13.0% |
| 6M | +90.3% | -5.4% | +95.7% | +90.4% |
| YTD | +149.6% | +5.6% | +144.0% | +148.6% |
| 1Y | +249.2% | +10.5% | +238.7% | +246.8% |
| 3Y | +445.9% | +49.2% | +396.7% | +418.9% |
| 5Y | +477.7% | +30.1% | +447.6% | +448.5% |
| All | +477.7% | +33.1% | +444.7% | +448.5% |
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