+33,829.3%
HD vs XEL
+2,110.3%
+31,719.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.5% | +2.4% | -0.9% | +0.8% |
| 30D | +18.0% | +8.3% | +9.7% | +15.2% |
| 3M | +2.8% | +4.2% | -1.4% | +1.5% |
| 6M | +17.0% | +3.7% | +13.2% | +15.6% |
| YTD | +3.5% | +13.1% | -9.5% | -0.5% |
| 1Y | -2.6% | +5.0% | -7.6% | -4.3% |
| 3Y | +30.7% | +55.0% | -24.2% | +12.6% |
| 5Y | +6.2% | +51.8% | -45.6% | -8.5% |
| 10Y | +242.7% | +185.6% | +57.1% | +147.4% |
| All | +33,829.3% | +2,110.3% | +31,719.0% | +10,568.6% |
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