+45.6%
XEL vs BNY
+287.0%
-241.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | -3.9% | -0.2% | -3.8% | -3.9% |
| 3M | -2.8% | +14.9% | -17.7% | -5.7% |
| 6M | -5.4% | +40.0% | -45.4% | -12.3% |
| YTD | +3.8% | +42.0% | -38.2% | -4.6% |
| 1Y | +6.8% | +56.9% | -50.0% | -4.6% |
| 3Y | +45.6% | +289.9% | -244.3% | -3.5% |
| All | +45.6% | +287.0% | -241.4% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 3y: compounded portfolio wealth divided by compounded BNY 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…
3y analysis · Full analysis span regression · 6 months rolling