+6.8%
XEL vs NXT
+23.4%
-16.6%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | +0.1% |
| 7D | -0.3% | -1.9% | +1.6% | -0.3% |
| 30D | -3.9% | -20.0% | +16.1% | -3.7% |
| 3M | -2.8% | -30.7% | +27.9% | -2.5% |
| 6M | -5.4% | -29.0% | +23.6% | -5.1% |
| YTD | +3.8% | -4.8% | +8.6% | +3.2% |
| 1Y | +6.8% | +22.8% | -16.0% | +8.3% |
| All | +6.8% | +23.4% | -16.6% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling