+1,319.3%
MU vs XEL
+33.1%
+1,286.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.5% |
| 7D | +7.2% | +1.3% | +5.9% | +7.2% |
| 30D | +14.0% | -1.5% | +15.5% | +13.9% |
| 3M | +5.4% | -0.2% | +5.6% | +5.4% |
| 6M | +170.3% | -5.4% | +175.7% | +170.0% |
| YTD | +250.7% | +5.6% | +245.0% | +251.0% |
| 1Y | +662.1% | +10.5% | +651.7% | +662.6% |
| 3Y | +1,341.2% | +49.2% | +1,292.0% | +1,336.3% |
| 5Y | +1,319.3% | +30.1% | +1,289.2% | +1,346.8% |
| All | +1,319.3% | +33.1% | +1,286.3% | +1,346.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling