+84.8%
MRK vs XEL
+7.2%
+77.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +1.3% | -1.0% | +2.3% | +1.6% |
| 30D | +17.1% | -1.9% | +19.1% | +17.8% |
| 3M | +25.9% | -1.9% | +27.8% | +26.9% |
| 6M | +26.8% | -7.4% | +34.3% | +29.9% |
| YTD | +44.9% | +4.1% | +40.9% | +44.5% |
| 1Y | +84.8% | +8.0% | +76.8% | +86.4% |
| All | +84.8% | +7.2% | +77.6% | +86.4% |
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