+49.1%
XEL vs ACWI
+54.8%
-5.7%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -0.2% | -2.4% | +2.2% | +0.5% |
| 30D | +10.0% | -5.2% | +15.2% | +11.8% |
| 3M | +4.3% | -4.8% | +9.2% | +5.9% |
| 6M | +0.5% | -1.3% | +1.8% | +0.6% |
| YTD | +10.4% | +8.4% | +2.0% | +6.8% |
| 1Y | +2.0% | +11.0% | -9.0% | -2.2% |
| 3Y | +45.6% | +70.6% | -25.0% | +15.6% |
| All | +49.1% | +54.8% | -5.7% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling