+6.8%
XEL vs MET
+25.8%
-19.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -0.3% | -0.5% | +0.2% | -0.2% |
| 30D | -3.9% | +0.5% | -4.4% | -4.0% |
| 3M | -2.8% | +11.6% | -14.4% | -4.0% |
| 6M | -5.4% | +40.8% | -46.2% | -7.5% |
| YTD | +3.8% | +25.7% | -21.9% | +1.6% |
| 1Y | +6.8% | +24.4% | -17.5% | +4.7% |
| All | +6.8% | +25.8% | -19.0% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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