+4.1%
XEL vs DAR
+59.8%
-55.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | +0.4% |
| 7D | +1.4% | +9.2% | -7.8% | +1.2% |
| 30D | +9.2% | -12.3% | +21.5% | +9.5% |
| 3M | +4.5% | -12.7% | +17.2% | +4.9% |
| 6M | +3.6% | -12.8% | +16.4% | +4.8% |
| YTD | +12.9% | +53.8% | -40.9% | +4.6% |
| 1Y | +4.1% | +60.3% | -56.2% | -4.2% |
| All | +4.1% | +59.8% | -55.7% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling