-11.7%
MP vs XEL
+8.7%
-20.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +2.1% |
| 7D | +3.0% | +1.3% | +1.7% | +3.6% |
| 30D | +8.3% | -1.5% | +9.9% | +7.8% |
| 3M | -3.8% | -0.2% | -3.6% | -4.0% |
| 6M | -4.9% | -5.4% | +0.5% | -6.5% |
| YTD | +9.6% | +5.6% | +4.0% | +13.5% |
| 1Y | -11.7% | +10.5% | -22.2% | +5.8% |
| All | -11.7% | +8.7% | -20.4% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling