+979.7%
XEL vs MET
+1,300.1%
-320.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -1.0% | +1.2% | -2.1% | -1.1% |
| 30D | -1.9% | +1.4% | -3.3% | -2.2% |
| 3M | -1.9% | +17.7% | -19.6% | -4.6% |
| 6M | -7.4% | +35.0% | -42.4% | -12.0% |
| YTD | +4.1% | +26.3% | -22.2% | -0.2% |
| 1Y | +8.0% | +22.8% | -14.8% | +4.0% |
| 3Y | +48.4% | +65.9% | -17.5% | +34.9% |
| 5Y | +27.2% | +85.4% | -58.1% | +12.6% |
| 10Y | +146.8% | +253.7% | -106.9% | +89.3% |
| All | +979.7% | +1,300.1% | -320.5% | +478.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling