-3.1%
U vs XEL
+7.5%
-10.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.6% |
| 7D | 0.0% | -1.2% | +1.2% | -0.7% |
| 30D | -4.1% | -2.9% | -1.2% | -5.7% |
| 3M | +57.8% | -2.7% | +60.5% | +55.6% |
| 6M | +103.5% | -6.5% | +110.1% | +95.2% |
| YTD | -4.8% | +3.6% | -8.4% | -1.6% |
| All | -3.1% | +7.5% | -10.6% | -1.9% |
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