+1,972.6%
NOW vs XEL
+348.2%
+1,624.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -26.0% | +10.0% | -36.1% | -28.0% |
| 3M | -13.1% | +4.3% | -17.4% | -14.4% |
| 6M | +14.5% | +0.5% | +14.1% | +13.6% |
| YTD | -33.4% | +10.4% | -43.8% | -36.2% |
| 1Y | -40.6% | +2.0% | -42.6% | -41.8% |
| 3Y | -16.3% | +45.6% | -61.9% | -28.3% |
| 5Y | -26.3% | +46.6% | -73.0% | -37.4% |
| 10Y | +512.7% | +168.3% | +344.4% | +358.0% |
| All | +1,972.6% | +348.2% | +1,624.4% | +1,097.1% |
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