+214.8%
TER vs XEL
+7.9%
+206.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.3% |
| 7D | +9.4% | -1.2% | +10.6% | +9.6% |
| 30D | -2.4% | -2.9% | +0.5% | -1.8% |
| 3M | +6.5% | -2.7% | +9.3% | +6.2% |
| 6M | +23.2% | -6.5% | +29.7% | +23.8% |
| YTD | +91.5% | +3.6% | +87.9% | +91.1% |
| 1Y | +214.8% | +7.5% | +207.3% | +227.0% |
| All | +214.8% | +7.9% | +206.9% | +227.0% |
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