+147.5%
XEL vs HDB
+32.9%
+114.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | -1.2% | -6.2% | +5.0% | -0.2% |
| 30D | -2.9% | -6.2% | +3.3% | -1.9% |
| 3M | -2.7% | -5.9% | +3.1% | -2.1% |
| 6M | -6.5% | -25.9% | +19.4% | -2.3% |
| YTD | +3.6% | -40.2% | +43.9% | +12.3% |
| 1Y | +7.5% | -38.0% | +45.5% | +15.6% |
| 3Y | +46.3% | -30.5% | +76.8% | +52.8% |
| 5Y | +30.5% | -38.1% | +68.7% | +37.8% |
| All | +147.5% | +32.9% | +114.6% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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