+8,438.8%
USB vs XEL
+1,934.3%
+6,504.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | +1.4% | -1.0% | +2.4% | +1.8% |
| 30D | -1.3% | -1.9% | +0.6% | -0.7% |
| 3M | +15.2% | -1.9% | +17.1% | +15.8% |
| 6M | +18.8% | -7.4% | +26.3% | +21.4% |
| YTD | +21.0% | +4.1% | +17.0% | +18.9% |
| 1Y | +34.0% | +8.0% | +26.0% | +29.7% |
| 3Y | +95.3% | +48.4% | +46.9% | +68.9% |
| 5Y | +40.4% | +27.2% | +13.1% | +26.3% |
| 10Y | +107.3% | +146.8% | -39.5% | +50.8% |
| All | +8,438.8% | +1,934.3% | +6,504.5% | +3,066.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling