+615.3%
XEL vs BIL
+30.8%
+584.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.7% | +0.1% | +0.7% | +0.9% |
| 30D | +9.3% | 0.0% | +9.3% | +9.4% |
| 3M | +5.3% | +0.6% | +4.7% | +6.7% |
| 6M | +2.2% | +1.5% | +0.7% | +5.6% |
| YTD | +12.3% | +2.8% | +9.5% | +19.4% |
| 1Y | +3.0% | +3.3% | -0.3% | +10.8% |
| 3Y | +51.6% | +13.4% | +38.1% | +103.2% |
| 5Y | +50.0% | +19.8% | +30.1% | +129.4% |
| 10Y | +183.8% | +25.7% | +158.1% | +391.9% |
| All | +615.3% | +30.8% | +584.5% | +1,029.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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