+1,773.8%
HWM vs XEL
+145.6%
+1,628.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.1% |
| 7D | -2.1% | -1.0% | -1.2% | -1.7% |
| 30D | -11.0% | -1.9% | -9.1% | -10.3% |
| 3M | +4.0% | -1.9% | +5.9% | +4.6% |
| 6M | -0.2% | -7.4% | +7.2% | +2.5% |
| YTD | +26.7% | +4.1% | +22.6% | +24.1% |
| 1Y | +44.7% | +8.0% | +36.7% | +39.2% |
| 3Y | +426.1% | +48.4% | +377.7% | +332.6% |
| 5Y | +738.5% | +27.2% | +711.3% | +633.1% |
| All | +1,773.8% | +145.6% | +1,628.2% | +1,367.5% |
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