+78.2%
U vs XEL
+52.8%
+25.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.1% |
| 7D | +2.8% | +1.4% | +1.4% | +2.9% |
| 30D | +7.6% | +9.2% | -1.6% | +8.1% |
| 3M | +12.7% | +4.5% | +8.2% | +13.0% |
| 6M | +87.0% | +3.6% | +83.4% | +87.3% |
| YTD | +13.6% | +12.9% | +0.7% | +12.8% |
| 1Y | +25.3% | +4.1% | +21.2% | +25.8% |
| All | +78.2% | +52.8% | +25.4% | +63.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling