-14.4%
SMR vs XEL
+30.2%
-44.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +0.1% | -15.8% | -15.7% |
| 7D | -11.2% | -0.3% | -10.9% | -11.1% |
| 30D | -10.2% | -3.9% | -6.3% | -9.2% |
| 3M | -10.0% | -2.8% | -7.2% | -9.6% |
| 6M | -30.5% | -5.4% | -25.1% | -29.7% |
| YTD | -39.2% | +3.8% | -43.0% | -40.4% |
| 1Y | -75.5% | +6.8% | -82.4% | -76.3% |
| 3Y | +45.4% | +45.6% | -0.2% | +25.7% |
| All | -14.4% | +30.2% | -44.6% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling