-43.2%
MP vs XEL
+2.1%
-45.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.6% | +2.4% | +3.1% |
| 7D | -3.6% | +1.7% | -5.3% | -3.3% |
| 30D | -21.0% | +8.6% | -29.6% | -19.9% |
| 3M | -33.3% | +5.1% | -38.4% | -33.0% |
| 6M | -45.9% | +2.5% | -48.4% | -46.0% |
| YTD | -27.8% | +11.0% | -38.8% | -29.4% |
| 1Y | -43.2% | +2.7% | -45.9% | -42.3% |
| All | -43.2% | +2.1% | -45.3% | -42.3% |
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