+1,154.9%
XEL vs RMD
+35,656.8%
-34,501.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +1.9% |
| 7D | +1.3% | -4.5% | +5.8% | +1.8% |
| 30D | -1.5% | +4.6% | -6.1% | -2.0% |
| 3M | -0.2% | +14.8% | -15.0% | -1.8% |
| 6M | -5.4% | -12.1% | +6.6% | -4.4% |
| YTD | +5.6% | -7.5% | +13.1% | +6.1% |
| 1Y | +10.5% | -20.1% | +30.5% | +12.6% |
| 3Y | +49.2% | +53.9% | -4.7% | +40.5% |
| 5Y | +30.1% | -22.2% | +52.3% | +30.4% |
| 10Y | +146.7% | +268.2% | -121.5% | +113.3% |
| All | +1,154.9% | +35,656.8% | -34,501.9% | +819.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RMD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling