+8.0%
XEL vs AMIX
-81.0%
+89.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.8% |
| 7D | -1.0% | -13.7% | +12.8% | -1.0% |
| 30D | -1.9% | -62.1% | +60.1% | -2.0% |
| 3M | -1.9% | -46.2% | +44.3% | -0.9% |
| 6M | -7.4% | -46.4% | +39.0% | -6.5% |
| YTD | +4.1% | -60.3% | +64.3% | +5.8% |
| 1Y | +8.0% | -79.7% | +87.7% | +11.7% |
| All | +8.0% | -81.0% | +89.0% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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