+46.9%
XEL vs HDB
-30.2%
+77.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.8% |
| 7D | +0.9% | -4.9% | +5.8% | +1.2% |
| 30D | -0.9% | -5.8% | +5.0% | -0.6% |
| 3M | -1.4% | -5.2% | +3.8% | -1.3% |
| 6M | -5.8% | -25.7% | +19.9% | -4.0% |
| YTD | +4.7% | -39.6% | +44.3% | +8.4% |
| 1Y | +9.1% | -36.9% | +46.0% | +12.6% |
| All | +46.9% | -30.2% | +77.1% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling