+43.2%
TER vs XEL
+1.7%
+41.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.2% | -9.0% | -7.1% |
| 7D | -19.9% | +4.3% | -24.2% | -20.4% |
| 30D | -43.5% | +12.6% | -56.1% | -45.4% |
| 3M | -37.8% | +4.4% | -42.2% | -38.2% |
| 6M | -25.6% | +0.7% | -26.3% | -25.5% |
| YTD | +29.8% | +11.5% | +18.3% | +23.4% |
| 1Y | +43.2% | +1.7% | +41.4% | +38.2% |
| All | +43.2% | +1.7% | +41.4% | +38.2% |
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