+1,484.2%
HWM vs XEL
+162.0%
+1,322.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -1.8% | +1.7% | -3.5% | -2.4% |
| 30D | -2.7% | +8.6% | -11.3% | -6.0% |
| 3M | -22.7% | +5.1% | -27.8% | -24.5% |
| 6M | -18.9% | +2.5% | -21.4% | -20.2% |
| YTD | +7.1% | +11.0% | -3.9% | +1.9% |
| 1Y | +4.7% | +2.7% | +1.9% | +2.7% |
| 3Y | +345.6% | +49.7% | +295.8% | +266.4% |
| 5Y | +588.3% | +46.1% | +542.2% | +464.3% |
| 10Y | +1,516.2% | +181.5% | +1,334.6% | +1,131.6% |
| All | +1,484.2% | +162.0% | +1,322.3% | +1,105.7% |
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