+1,815.4%
TSM vs XEL
+146.5%
+1,668.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.7% |
| 7D | +4.8% | +0.9% | +3.9% | +4.7% |
| 30D | +4.0% | -0.9% | +4.9% | +4.1% |
| 3M | +2.0% | -1.4% | +3.4% | +2.0% |
| 6M | +25.5% | -5.8% | +31.3% | +26.2% |
| YTD | +44.0% | +4.7% | +39.3% | +42.6% |
| 1Y | +75.4% | +9.1% | +66.4% | +72.4% |
| 3Y | +406.7% | +47.8% | +358.9% | +363.9% |
| 5Y | +285.0% | +29.0% | +256.0% | +261.1% |
| 10Y | +1,815.4% | +154.0% | +1,661.4% | +1,448.4% |
| All | +1,815.4% | +146.5% | +1,668.9% | +1,448.4% |
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 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