+1,381.0%
NET vs XEL
+58.5%
+1,322.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -2.8% |
| 7D | -16.4% | +4.3% | -20.7% | -16.7% |
| 30D | -25.8% | +12.6% | -38.4% | -26.7% |
| 3M | -11.5% | +4.4% | -15.9% | -11.9% |
| 6M | +18.9% | +0.7% | +18.2% | +18.8% |
| YTD | +35.2% | +11.5% | +23.7% | +32.8% |
| 1Y | +14.5% | +1.7% | +12.7% | +13.9% |
| 3Y | +313.8% | +45.9% | +267.9% | +284.3% |
| 5Y | +32.6% | +49.9% | -17.3% | +23.2% |
| All | +1,381.0% | +58.5% | +1,322.5% | +1,268.8% |
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 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