+327.1%
NET vs XEL
+48.4%
+278.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -2.1% |
| 7D | -7.0% | -1.0% | -6.0% | -7.1% |
| 30D | -4.8% | -1.9% | -2.9% | -5.1% |
| 3M | +3.8% | -1.9% | +5.7% | +3.6% |
| 6M | +50.0% | -7.4% | +57.5% | +48.8% |
| YTD | +41.5% | +4.1% | +37.4% | +41.6% |
| 1Y | +32.8% | +8.0% | +24.8% | +33.1% |
| All | +327.1% | +48.4% | +278.7% | +320.6% |
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