+45.6%
XEL vs NVD
-99.2%
+144.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.0% |
| 7D | +0.9% | +0.5% | +0.4% | +0.9% |
| 30D | -0.9% | -9.3% | +8.4% | -0.6% |
| 3M | -1.4% | -22.1% | +20.7% | -0.8% |
| 6M | -5.8% | -45.8% | +40.0% | -4.1% |
| YTD | +4.7% | -46.7% | +51.4% | +6.4% |
| 1Y | +9.1% | -59.5% | +68.5% | +11.7% |
| 3Y | +47.8% | -99.2% | +147.0% | +70.8% |
| All | +45.6% | -99.2% | +144.8% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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