+127.0%
MP vs XEL
+44.3%
+82.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.0% |
| 7D | -10.5% | -0.2% | -10.3% | -10.5% |
| 30D | -23.5% | +10.0% | -33.5% | -24.3% |
| 3M | -25.4% | +4.3% | -29.8% | -25.9% |
| 6M | -51.3% | +0.5% | -51.7% | -51.4% |
| YTD | -29.9% | +10.4% | -40.3% | -31.5% |
| 1Y | -31.8% | +2.0% | -33.8% | -32.3% |
| 3Y | +127.0% | +45.6% | +81.4% | +92.5% |
| All | +127.0% | +44.3% | +82.7% | +92.5% |
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