+790.9%
NOW vs XEL
+146.5%
+644.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -4.1% | +0.9% | -5.0% | -4.3% |
| 30D | +2.9% | -0.9% | +3.8% | +3.1% |
| 3M | +22.6% | -1.4% | +24.0% | +22.8% |
| 6M | +7.5% | -5.8% | +13.3% | +8.5% |
| YTD | -14.4% | +4.7% | -19.1% | -16.8% |
| 1Y | -29.8% | +9.1% | -38.8% | -33.0% |
| 3Y | +9.2% | +47.8% | -38.6% | -9.3% |
| 5Y | +0.8% | +29.0% | -28.2% | -11.9% |
| 10Y | +790.9% | +154.0% | +636.9% | +563.7% |
| All | +790.9% | +146.5% | +644.4% | +563.7% |
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