+150.1%
XEL vs DAR
+383.2%
-233.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | -0.9% | +7.4% | -8.3% | -1.7% |
| 3M | -1.4% | +15.7% | -17.1% | -3.2% |
| 6M | -5.8% | +30.0% | -35.8% | -8.8% |
| YTD | +4.7% | +87.5% | -82.8% | -2.8% |
| 1Y | +9.1% | +113.4% | -104.3% | -0.6% |
| 3Y | +47.8% | +15.3% | +32.5% | +42.8% |
| 5Y | +29.0% | -4.3% | +33.3% | +25.1% |
| All | +150.1% | +383.2% | -233.2% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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