-39.8%
NOW vs XEL
+4.2%
-44.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.4% | +1.7% |
| 7D | +0.3% | +2.4% | -2.2% | +2.1% |
| 30D | -27.0% | +8.3% | -35.2% | -22.1% |
| 3M | -19.6% | +4.2% | -23.8% | -16.5% |
| 6M | +17.5% | +3.7% | +13.7% | +22.7% |
| YTD | -33.3% | +13.1% | -46.3% | -24.9% |
| 1Y | -39.8% | +5.0% | -44.8% | -34.2% |
| All | -39.8% | +4.2% | -44.1% | -34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling