+1,924.6%
NOW vs XEL
+350.7%
+1,573.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -8.7% | +1.7% | -10.5% | -9.1% |
| 30D | -29.3% | +8.6% | -37.9% | -31.0% |
| 3M | -21.8% | +5.1% | -26.9% | -23.1% |
| 6M | +9.2% | +2.5% | +6.7% | +7.8% |
| YTD | -35.0% | +11.0% | -46.0% | -37.8% |
| 1Y | -42.5% | +2.7% | -45.3% | -43.7% |
| 3Y | -21.5% | +49.7% | -71.3% | -33.4% |
| 5Y | -25.8% | +46.1% | -71.9% | -36.8% |
| 10Y | +506.3% | +181.5% | +324.8% | +349.3% |
| All | +1,924.6% | +350.7% | +1,573.9% | +1,067.8% |
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