+69,298.0%
FAST vs XEL
+1,934.3%
+67,363.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -0.4% | -1.0% | +0.6% | -0.1% |
| 30D | -0.8% | -1.9% | +1.1% | -0.2% |
| 3M | +5.8% | -1.9% | +7.7% | +6.3% |
| 6M | +8.0% | -7.4% | +15.4% | +10.5% |
| YTD | +25.6% | +4.1% | +21.6% | +23.8% |
| 1Y | +0.8% | +8.0% | -7.2% | -2.0% |
| 3Y | +86.1% | +48.4% | +37.7% | +61.5% |
| 5Y | +100.2% | +27.2% | +73.0% | +82.0% |
| 10Y | +494.2% | +146.8% | +347.4% | +336.6% |
| All | +69,298.0% | +1,934.3% | +67,363.7% | +26,919.5% |
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 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