+106,206.6%
MU vs XEL
+1,934.3%
+104,272.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.3% |
| 7D | +9.0% | -1.0% | +9.9% | +9.3% |
| 30D | +13.8% | -1.9% | +15.7% | +14.4% |
| 3M | +2.1% | -1.9% | +4.0% | +2.3% |
| 6M | +153.8% | -7.4% | +161.3% | +158.1% |
| YTD | +256.4% | +4.1% | +252.3% | +248.9% |
| 1Y | +719.8% | +8.0% | +711.7% | +690.7% |
| 3Y | +1,360.4% | +48.4% | +1,312.0% | +1,139.3% |
| 5Y | +1,312.4% | +27.2% | +1,285.2% | +1,144.4% |
| 10Y | +6,142.6% | +146.8% | +5,995.8% | +4,200.7% |
| All | +106,206.6% | +1,934.3% | +104,272.3% | +28,123.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling