+45.6%
XEL vs GRAB
-18.7%
+64.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -0.3% | -10.8% | +10.5% | -0.1% |
| 30D | -3.9% | -15.5% | +11.6% | -3.6% |
| 3M | -2.8% | -9.0% | +6.1% | -2.7% |
| 6M | -5.4% | -21.6% | +16.2% | -5.0% |
| YTD | +3.8% | -38.9% | +42.6% | +4.8% |
| 1Y | +6.8% | -44.8% | +51.7% | +8.1% |
| 3Y | +45.6% | -18.4% | +64.0% | +41.2% |
| All | +45.6% | -18.7% | +64.3% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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