+68.3%
T vs XEL
+27.8%
+40.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | -2.4% | -1.2% | -1.2% | -2.0% |
| 30D | +4.3% | -2.9% | +7.2% | +5.5% |
| 3M | +11.6% | -2.7% | +14.3% | +12.8% |
| 6M | -5.6% | -6.5% | +0.9% | -3.1% |
| YTD | +6.6% | +3.6% | +2.9% | +4.8% |
| 1Y | -8.4% | +7.5% | -15.9% | -11.6% |
| 3Y | +107.8% | +46.3% | +61.5% | +76.1% |
| 5Y | +68.3% | +30.5% | +37.8% | +47.5% |
| All | +68.3% | +27.8% | +40.5% | +47.5% |
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