-11.3%
DASH vs XEL
+2.2%
-13.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.8% |
| 7D | -4.8% | +1.1% | -5.9% | -4.7% |
| 30D | -7.9% | +8.7% | -16.6% | -6.4% |
| 3M | -16.3% | +3.5% | -19.8% | -16.6% |
| 6M | +10.4% | +2.6% | +7.8% | +10.3% |
| YTD | -20.1% | +11.1% | -31.2% | -18.7% |
| All | -11.3% | +2.2% | -13.5% | -9.3% |
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