+5,731.6%
MU vs XEL
+151.6%
+5,580.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -4.1% | -0.3% | -3.8% | -4.0% |
| 30D | +7.0% | -3.9% | +11.0% | +7.7% |
| 3M | -2.1% | -2.8% | +0.8% | -1.7% |
| 6M | +133.1% | -5.4% | +138.5% | +134.5% |
| YTD | +241.9% | +3.8% | +238.1% | +237.1% |
| 1Y | +548.8% | +6.8% | +541.9% | +534.0% |
| 3Y | +1,308.2% | +45.6% | +1,262.6% | +1,152.5% |
| 5Y | +1,260.7% | +30.7% | +1,230.0% | +1,136.1% |
| All | +5,731.6% | +151.6% | +5,580.1% | +4,770.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling