+265.1%
MU vs XEL
+1.7%
+263.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.2% | -9.2% | -5.9% |
| 7D | -19.1% | +4.3% | -23.4% | -17.4% |
| 30D | -25.2% | +12.6% | -37.8% | -21.7% |
| 3M | -10.9% | +4.4% | -15.3% | -8.5% |
| 6M | +38.0% | +0.7% | +37.3% | +41.7% |
| YTD | +178.8% | +11.5% | +167.3% | +186.8% |
| 1Y | +265.1% | +1.7% | +263.4% | +280.4% |
| All | +265.1% | +1.7% | +263.4% | +280.4% |
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