+514.0%
NOW vs XEL
+187.7%
+326.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.5% |
| 7D | +0.3% | +2.4% | -2.2% | -0.4% |
| 30D | -27.0% | +8.3% | -35.2% | -28.7% |
| 3M | -19.6% | +4.2% | -23.8% | -20.8% |
| 6M | +17.5% | +3.7% | +13.7% | +15.4% |
| YTD | -33.3% | +13.1% | -46.3% | -36.7% |
| 1Y | -39.8% | +5.0% | -44.8% | -41.5% |
| 3Y | -19.9% | +55.0% | -74.9% | -34.2% |
| 5Y | -26.1% | +51.8% | -77.9% | -39.3% |
| All | +514.0% | +187.7% | +326.3% | +355.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling