-0.5%
UNH vs XEL
+29.8%
-30.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -4.5% | -0.3% | -4.3% | -4.5% |
| 30D | -6.5% | -3.9% | -2.6% | -5.6% |
| 3M | -6.0% | -2.8% | -3.2% | -5.4% |
| 6M | +33.7% | -5.4% | +39.0% | +35.1% |
| YTD | +16.4% | +3.8% | +12.6% | +14.6% |
| 1Y | +10.1% | +6.8% | +3.2% | +7.3% |
| 3Y | -16.3% | +45.6% | -61.9% | -27.9% |
| All | -0.5% | +29.8% | -30.3% | -10.2% |
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