+218.5%
PWR vs XEL
+46.5%
+172.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +4.2% | -0.3% | +4.5% | +4.3% |
| 30D | -4.0% | -3.9% | -0.1% | -3.4% |
| 3M | -4.8% | -2.8% | -2.0% | -4.4% |
| 6M | +14.6% | -5.4% | +20.0% | +15.4% |
| YTD | +54.2% | +3.8% | +50.5% | +54.3% |
| 1Y | +67.1% | +6.8% | +60.3% | +67.2% |
| 3Y | +218.5% | +45.6% | +172.9% | +207.1% |
| All | +218.5% | +46.5% | +172.0% | +207.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling