+228.2%
TER vs XEL
+29.4%
+198.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.2% |
| 7D | +12.4% | +0.9% | +11.5% | +12.2% |
| 30D | +5.1% | -0.9% | +6.0% | +5.3% |
| 3M | +4.0% | -1.4% | +5.4% | +3.9% |
| 6M | +29.5% | -5.8% | +35.3% | +30.2% |
| YTD | +98.5% | +4.7% | +93.8% | +97.2% |
| 1Y | +234.1% | +9.1% | +225.0% | +230.1% |
| 3Y | +289.0% | +47.8% | +241.2% | +262.0% |
| 5Y | +228.2% | +29.0% | +199.2% | +215.2% |
| All | +228.2% | +29.4% | +198.7% | +215.2% |
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 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