-40.7%
MP vs XEL
+3.5%
-44.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.9% |
| 7D | +2.3% | +0.7% | +1.5% | +2.4% |
| 30D | -15.3% | +9.3% | -24.6% | -14.1% |
| 3M | -33.5% | +5.3% | -38.8% | -33.2% |
| 6M | -45.5% | +2.2% | -47.7% | -45.3% |
| YTD | -27.3% | +12.3% | -39.6% | -29.2% |
| 1Y | -40.7% | +3.0% | -43.7% | -38.0% |
| All | -40.7% | +3.5% | -44.2% | -38.0% |
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 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