+1,341.2%
MU vs XEL
+50.2%
+1,291.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.2% |
| 7D | +7.2% | +1.3% | +5.9% | +7.5% |
| 30D | +14.0% | -1.5% | +15.5% | +13.6% |
| 3M | +5.4% | -0.2% | +5.6% | +5.5% |
| 6M | +170.3% | -5.4% | +175.7% | +168.3% |
| YTD | +250.7% | +5.6% | +245.0% | +256.0% |
| 1Y | +662.1% | +10.5% | +651.7% | +680.9% |
| 3Y | +1,341.2% | +49.2% | +1,292.0% | +1,497.3% |
| All | +1,341.2% | +50.2% | +1,291.0% | +1,497.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling