+630.0%
XEL vs ACWI
+356.8%
+273.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.0% | +0.5% | -1.5% | -1.2% |
| 30D | -1.9% | +0.9% | -2.8% | -2.3% |
| 3M | -1.9% | +2.4% | -4.3% | -3.2% |
| 6M | -7.4% | +12.4% | -19.8% | -12.9% |
| YTD | +4.1% | +15.2% | -11.1% | -3.4% |
| 1Y | +8.0% | +22.7% | -14.7% | -2.9% |
| 3Y | +48.4% | +75.8% | -27.4% | +10.1% |
| 5Y | +27.2% | +67.7% | -40.5% | -4.4% |
| 10Y | +146.8% | +229.0% | -82.2% | +29.6% |
| All | +630.0% | +356.8% | +273.2% | +190.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling