+41.5%
NU vs XEL
+31.2%
+10.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.9% | -0.3% | -4.6% | -4.8% |
| 30D | +7.8% | -3.9% | +11.8% | +8.6% |
| 3M | +20.9% | -2.8% | +23.7% | +21.4% |
| 6M | +0.9% | -5.4% | +6.3% | +1.8% |
| YTD | -12.7% | +3.8% | -16.4% | -13.6% |
| 1Y | -6.4% | +6.8% | -13.2% | -8.0% |
| 3Y | +98.1% | +45.6% | +52.5% | +78.7% |
| All | +41.5% | +31.2% | +10.4% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling