+1,902.7%
XEL vs BTI
+5,940.0%
-4,037.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +0.9% | -2.4% | +3.3% | +1.4% |
| 30D | -0.9% | -4.8% | +3.9% | 0.0% |
| 3M | -1.4% | -8.1% | +6.7% | 0.0% |
| 6M | -5.8% | -4.2% | -1.6% | -5.3% |
| YTD | +4.7% | -1.3% | +6.0% | +4.6% |
| 1Y | +9.1% | +2.1% | +6.9% | +8.1% |
| 3Y | +47.8% | +108.9% | -61.1% | +27.5% |
| 5Y | +29.0% | +114.5% | -85.5% | +10.2% |
| 10Y | +154.0% | +72.2% | +81.8% | +120.3% |
| All | +1,902.7% | +5,940.0% | -4,037.2% | +976.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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