+228.4%
UNH vs XEL
+151.6%
+76.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -0.3% | -4.3% | -4.4% |
| 30D | -6.5% | -3.9% | -2.6% | -5.0% |
| 3M | -6.0% | -2.8% | -3.2% | -5.0% |
| 6M | +33.7% | -5.4% | +39.0% | +36.1% |
| YTD | +16.4% | +3.8% | +12.6% | +13.5% |
| 1Y | +10.1% | +6.8% | +3.2% | +5.6% |
| 3Y | -16.3% | +45.6% | -61.9% | -32.8% |
| 5Y | +2.1% | +30.7% | -28.6% | -14.4% |
| All | +228.4% | +151.6% | +76.8% | +140.4% |
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