+1.7%
XEL vs DHI
+9.6%
-7.9%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +8.1% | -5.9% | +0.9% |
| 7D | +4.3% | +9.8% | -5.5% | +2.7% |
| 30D | +12.6% | +17.8% | -5.2% | +9.7% |
| 3M | +4.4% | +4.7% | -0.3% | +3.2% |
| 6M | +0.7% | +10.0% | -9.3% | -1.0% |
| YTD | +11.5% | +10.0% | +1.5% | +9.2% |
| 1Y | +1.7% | +9.1% | -7.4% | +0.1% |
| All | +1.7% | +9.6% | -7.9% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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