+1,014.6%
MU vs XEL
+48.1%
+966.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.2% | +10.7% | +12.0% |
| 7D | +2.0% | +0.7% | +1.3% | +2.1% |
| 30D | -18.0% | +9.3% | -27.3% | -17.3% |
| 3M | -6.6% | +5.3% | -11.8% | -6.0% |
| 6M | +2.0% | +2.2% | -0.2% | +2.6% |
| YTD | +184.5% | +12.3% | +172.1% | +186.4% |
| 1Y | +236.9% | +3.0% | +233.8% | +238.8% |
| 3Y | +987.0% | +51.6% | +935.4% | +997.2% |
| 5Y | +1,014.6% | +50.0% | +964.6% | +1,019.5% |
| All | +1,014.6% | +48.1% | +966.5% | +1,019.5% |
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