+23.5%
NVDA vs XEL
+7.7%
+15.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | 0.0% |
| 7D | -5.1% | -0.3% | -4.8% | -5.2% |
| 30D | -2.5% | -3.9% | +1.5% | -3.6% |
| 3M | +6.7% | -2.8% | +9.5% | +6.0% |
| 6M | +17.6% | -5.4% | +23.0% | +16.4% |
| YTD | +17.3% | +3.8% | +13.6% | +20.0% |
| 1Y | +23.5% | +6.8% | +16.7% | +25.6% |
| All | +23.5% | +7.7% | +15.8% | +25.6% |
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