+153.3%
MP vs XEL
+48.4%
+104.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | -2.9% | -1.0% | -1.9% | -2.7% |
| 30D | +13.8% | -1.9% | +15.7% | +14.0% |
| 3M | -16.7% | -1.9% | -14.8% | -16.8% |
| 6M | -11.5% | -7.4% | -4.0% | -10.7% |
| YTD | +7.9% | +4.1% | +3.9% | +5.9% |
| 1Y | -15.0% | +8.0% | -23.1% | -18.2% |
| All | +153.3% | +48.4% | +104.9% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling