+78.1%
MMM vs XEL
+187.3%
-109.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | -0.8% | +1.4% | -2.2% | -1.3% |
| 30D | +14.4% | +9.2% | +5.2% | +10.8% |
| 3M | +1.8% | +4.5% | -2.7% | +0.1% |
| 6M | +31.3% | +3.6% | +27.7% | +29.3% |
| YTD | +18.0% | +12.9% | +5.1% | +12.3% |
| 1Y | +10.9% | +4.1% | +6.8% | +8.7% |
| 3Y | +160.6% | +52.3% | +108.3% | +118.7% |
| 5Y | +44.5% | +51.6% | -7.1% | +20.7% |
| All | +78.1% | +187.3% | -109.2% | +26.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling