+41.9%
TMUS vs XEL
+29.4%
+12.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.1% |
| 7D | -5.3% | +0.9% | -6.2% | -5.6% |
| 30D | +0.1% | -0.9% | +1.0% | +0.3% |
| 3M | -0.6% | -1.4% | +0.8% | -0.2% |
| 6M | -17.5% | -5.8% | -11.7% | -16.0% |
| YTD | -11.3% | +4.7% | -16.0% | -12.9% |
| 1Y | -25.4% | +9.1% | -34.4% | -28.0% |
| 3Y | +35.5% | +47.8% | -12.3% | +18.5% |
| 5Y | +41.9% | +29.0% | +12.9% | +32.4% |
| All | +41.9% | +29.4% | +12.5% | +32.4% |
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