+3.4%
NU vs XEL
+7.2%
-3.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.9% |
| 7D | +7.5% | -1.0% | +8.4% | +7.6% |
| 30D | +6.1% | -1.9% | +8.1% | +6.3% |
| 3M | +26.8% | -1.9% | +28.7% | +26.8% |
| 6M | +2.5% | -7.4% | +9.9% | +2.9% |
| YTD | -8.2% | +4.1% | -12.2% | -8.4% |
| 1Y | +3.4% | +8.0% | -4.7% | +5.0% |
| All | +3.4% | +7.2% | -3.8% | +5.0% |
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