+4,283.7%
EMR vs XEL
+2,110.3%
+2,173.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.8% | +2.4% | +0.4% | +2.0% |
| 30D | +3.7% | +8.3% | -4.6% | +0.9% |
| 3M | +2.0% | +4.2% | -2.1% | +0.5% |
| 6M | +22.1% | +3.7% | +18.4% | +20.2% |
| YTD | +27.2% | +13.1% | +14.2% | +21.4% |
| 1Y | +32.0% | +5.0% | +27.0% | +29.1% |
| 3Y | +103.3% | +55.0% | +48.3% | +71.1% |
| 5Y | +88.2% | +51.8% | +36.4% | +58.2% |
| 10Y | +280.4% | +185.6% | +94.8% | +152.0% |
| All | +4,283.7% | +2,110.3% | +2,173.4% | +1,185.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling