-73.1%
SMR vs XEL
+7.2%
-80.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.6% |
| 7D | +4.4% | -1.0% | +5.4% | +4.4% |
| 30D | +3.4% | -1.9% | +5.3% | +3.3% |
| 3M | -19.2% | -1.9% | -17.3% | -19.6% |
| 6M | -22.6% | -7.4% | -15.2% | -22.9% |
| YTD | -31.5% | +4.1% | -35.6% | -33.1% |
| 1Y | -73.1% | +8.0% | -81.1% | -70.8% |
| All | -73.1% | +7.2% | -80.3% | -70.8% |
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 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