+1,851.9%
TER vs XEL
+151.6%
+1,700.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.5% |
| 7D | +6.4% | -0.3% | +6.6% | +6.5% |
| 30D | -5.7% | -3.9% | -1.7% | -4.6% |
| 3M | -0.4% | -2.8% | +2.4% | +0.1% |
| 6M | +25.8% | -5.4% | +31.2% | +27.4% |
| YTD | +96.4% | +3.8% | +92.7% | +93.8% |
| 1Y | +229.2% | +6.8% | +222.4% | +221.3% |
| 3Y | +288.1% | +45.6% | +242.5% | +235.6% |
| 5Y | +219.9% | +30.7% | +189.2% | +185.6% |
| All | +1,851.9% | +151.6% | +1,700.3% | +1,537.8% |
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