+17.9%
NOW vs XEL
+47.7%
-29.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.1% |
| 7D | -2.4% | -1.0% | -1.4% | -2.5% |
| 30D | +20.5% | -1.9% | +22.4% | +20.2% |
| 3M | +18.3% | -1.9% | +20.2% | +18.1% |
| 6M | +24.1% | -7.4% | +31.5% | +23.5% |
| YTD | -7.8% | +4.1% | -11.8% | -8.0% |
| 1Y | -21.4% | +8.0% | -29.4% | -21.6% |
| All | +17.9% | +47.7% | -29.8% | +13.5% |
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