+7,830.4%
MDT vs XEL
+1,965.5%
+5,864.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -2.3% |
| 7D | +0.4% | +1.3% | -0.9% | 0.0% |
| 30D | +6.0% | -1.5% | +7.5% | +6.4% |
| 3M | +15.5% | -0.2% | +15.7% | +15.5% |
| 6M | +3.4% | -5.4% | +8.8% | +4.8% |
| YTD | -2.2% | +5.6% | -7.8% | -4.0% |
| 1Y | +2.6% | +10.5% | -7.9% | -0.7% |
| 3Y | +27.5% | +49.2% | -21.7% | +12.4% |
| 5Y | -20.1% | +30.1% | -50.2% | -27.1% |
| 10Y | +39.1% | +146.7% | -107.6% | +7.0% |
| All | +7,830.4% | +1,965.5% | +5,864.9% | +2,838.9% |
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