+2,812.9%
MMM vs XEL
+1,934.3%
+878.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.4% |
| 7D | -3.3% | -1.0% | -2.4% | -3.1% |
| 30D | -7.0% | -1.9% | -5.1% | -6.6% |
| 3M | +10.8% | -1.9% | +12.7% | +11.3% |
| 6M | +5.8% | -7.4% | +13.2% | +7.8% |
| YTD | +6.8% | +4.1% | +2.7% | +5.3% |
| 1Y | +10.4% | +8.0% | +2.3% | +7.6% |
| 3Y | +104.7% | +48.4% | +56.3% | +81.8% |
| 5Y | +23.6% | +27.2% | -3.7% | +13.9% |
| 10Y | +54.1% | +146.8% | -92.7% | +18.8% |
| All | +2,812.9% | +1,934.3% | +878.5% | +1,104.0% |
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