+6.8%
XEL vs BBWI
-31.4%
+38.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -0.1% |
| 7D | -0.3% | -4.8% | +4.5% | -0.2% |
| 30D | -3.9% | +3.5% | -7.4% | -4.1% |
| 3M | -2.8% | -0.3% | -2.5% | -2.9% |
| 6M | -5.4% | -5.4% | 0.0% | -5.6% |
| YTD | +3.8% | -4.7% | +8.5% | +3.6% |
| 1Y | +6.8% | -30.5% | +37.3% | +9.9% |
| All | +6.8% | -31.4% | +38.2% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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