+30.8%
XEL vs ACWI
+67.7%
-36.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.1% |
| 30D | -1.9% | +0.9% | -2.8% | -2.2% |
| 3M | -1.9% | +2.4% | -4.3% | -2.8% |
| 6M | -7.4% | +12.4% | -19.8% | -11.2% |
| YTD | +4.1% | +15.2% | -11.1% | -1.2% |
| 1Y | +8.0% | +22.7% | -14.7% | +0.2% |
| 3Y | +48.4% | +75.8% | -27.4% | +17.4% |
| All | +30.8% | +67.7% | -36.9% | -2.0% |
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