-0.8%
MSFT vs XEL
+7.9%
-8.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | -0.1% |
| 7D | -3.5% | -1.2% | -2.2% | -3.7% |
| 30D | -2.1% | -2.9% | +0.8% | -2.7% |
| 3M | +24.2% | -2.7% | +26.9% | +23.6% |
| 6M | +21.9% | -6.5% | +28.4% | +20.9% |
| YTD | +2.5% | +3.6% | -1.2% | +1.3% |
| 1Y | -0.8% | +7.5% | -8.3% | -1.7% |
| All | -0.8% | +7.9% | -8.7% | -1.7% |
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