+453.7%
MP vs XEL
+45.0%
+408.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.4% |
| 7D | +3.0% | +1.3% | +1.7% | +2.9% |
| 30D | +8.3% | -1.5% | +9.9% | +8.5% |
| 3M | -3.8% | -0.2% | -3.6% | -4.1% |
| 6M | -4.9% | -5.4% | +0.5% | -4.5% |
| YTD | +9.6% | +5.6% | +4.0% | +8.0% |
| 1Y | -11.7% | +10.5% | -22.2% | -14.1% |
| 3Y | +158.5% | +49.2% | +109.3% | +134.5% |
| 5Y | +68.9% | +30.1% | +38.8% | +58.2% |
| All | +453.7% | +45.0% | +408.7% | +391.4% |
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