+199.8%
TER vs XEL
+7.2%
+192.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.3% | +5.6% |
| 7D | +0.6% | -1.0% | +1.5% | +0.8% |
| 30D | -8.3% | -1.9% | -6.4% | -7.9% |
| 3M | -12.2% | -1.9% | -10.3% | -12.9% |
| 6M | +17.0% | -7.4% | +24.5% | +17.7% |
| YTD | +84.6% | +4.1% | +80.5% | +83.9% |
| 1Y | +199.8% | +8.0% | +191.8% | +204.5% |
| All | +199.8% | +7.2% | +192.6% | +204.5% |
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 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