+661.2%
MU vs XEL
+9.9%
+651.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.6% | +2.5% |
| 7D | +7.5% | +0.9% | +6.6% | +7.8% |
| 30D | +19.4% | -0.9% | +20.3% | +19.2% |
| 3M | +9.8% | -1.4% | +11.3% | +9.9% |
| 6M | +164.1% | -5.8% | +170.0% | +162.6% |
| YTD | +260.3% | +4.7% | +255.6% | +266.4% |
| 1Y | +661.2% | +9.1% | +652.1% | +707.0% |
| All | +661.2% | +9.9% | +651.3% | +707.0% |
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 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