+97.9%
EWT vs XEL
+7.2%
+90.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +1.8% |
| 7D | +4.0% | -1.0% | +4.9% | +3.9% |
| 30D | +10.3% | -1.9% | +12.2% | +10.2% |
| 3M | +6.1% | -1.9% | +8.0% | +5.8% |
| 6M | +56.6% | -7.4% | +64.1% | +56.3% |
| YTD | +76.6% | +4.1% | +72.5% | +77.5% |
| 1Y | +97.9% | +8.0% | +89.8% | +102.9% |
| All | +97.9% | +7.2% | +90.7% | +102.9% |
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