+3,739.1%
MRK vs XEL
+1,947.0%
+1,792.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -2.7% | +0.9% | -3.6% | -3.0% |
| 30D | +12.7% | -0.9% | +13.6% | +12.9% |
| 3M | +24.2% | -1.4% | +25.7% | +24.7% |
| 6M | +27.8% | -5.8% | +33.6% | +29.9% |
| YTD | +42.2% | +4.7% | +37.5% | +39.9% |
| 1Y | +80.2% | +9.1% | +71.1% | +74.8% |
| 3Y | +48.4% | +47.8% | +0.5% | +29.6% |
| 5Y | +133.6% | +29.0% | +104.6% | +110.7% |
| 10Y | +236.2% | +154.0% | +82.2% | +143.4% |
| All | +3,739.1% | +1,947.0% | +1,792.2% | +1,172.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling