+4.1%
XEL vs ACWI
+11.6%
-7.5%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | +1.4% | +2.7% | -1.3% | +1.2% |
| 30D | +9.2% | -2.6% | +11.8% | +9.3% |
| 3M | +4.5% | -3.2% | +7.7% | +4.7% |
| 6M | +3.6% | +1.9% | +1.7% | +3.3% |
| YTD | +12.9% | +11.3% | +1.6% | +10.0% |
| 1Y | +4.1% | +11.7% | -7.6% | +1.2% |
| All | +4.1% | +11.6% | -7.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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