+40.3%
XEL vs AMIX
-99.9%
+140.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +1.3% | -3.4% | +4.7% | +1.3% |
| 30D | -1.5% | -54.4% | +52.9% | -1.5% |
| 3M | -0.2% | -45.7% | +45.5% | 0.0% |
| 6M | -5.4% | -49.2% | +43.7% | -5.2% |
| YTD | +5.6% | -60.3% | +66.0% | +6.1% |
| 1Y | +10.5% | -81.4% | +91.8% | +11.4% |
| All | +40.3% | -99.9% | +140.1% | +47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling