+37.6%
XEL vs NXT
+213.5%
-176.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | +0.1% |
| 7D | +2.4% | -9.4% | +11.8% | +2.7% |
| 30D | +8.3% | +15.1% | -6.8% | +7.9% |
| 3M | +4.2% | -9.1% | +13.3% | +4.3% |
| 6M | +3.7% | -30.3% | +34.0% | +4.3% |
| YTD | +13.1% | +9.1% | +4.0% | +12.1% |
| 1Y | +5.0% | +7.9% | -2.9% | +4.1% |
| 3Y | +55.0% | +176.5% | -121.5% | +47.6% |
| All | +37.6% | +213.5% | -176.0% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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