+15,689.5%
MA vs XEL
+811.0%
+14,878.5%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.2% | +0.1% |
| 7D | -0.3% | +1.1% | -1.4% | -0.9% |
| 30D | +11.3% | +8.7% | +2.7% | +6.5% |
| 3M | +16.7% | +3.5% | +13.2% | +14.3% |
| 6M | +32.8% | +2.6% | +30.2% | +30.2% |
| YTD | +15.6% | +11.1% | +4.6% | +7.3% |
| 1Y | +19.6% | +2.2% | +17.4% | +16.2% |
| 3Y | +72.1% | +51.1% | +21.0% | +29.9% |
| 5Y | +96.0% | +48.0% | +48.0% | +46.2% |
| 10Y | +554.8% | +175.3% | +379.5% | +208.9% |
| All | +15,689.5% | +811.0% | +14,878.5% | +2,762.1% |
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