+2,165.7%
XEL vs TRMB
+3,340.8%
-1,175.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.6% |
| 7D | +1.3% | -0.3% | +1.6% | +1.3% |
| 30D | -1.5% | -1.2% | -0.3% | -1.5% |
| 3M | -0.2% | +9.6% | -9.8% | -0.8% |
| 6M | -5.4% | -16.1% | +10.7% | -4.7% |
| YTD | +5.6% | -25.0% | +30.6% | +7.1% |
| 1Y | +10.5% | -27.7% | +38.1% | +12.1% |
| 3Y | +49.2% | +15.3% | +33.9% | +46.9% |
| 5Y | +30.1% | -37.4% | +67.5% | +31.6% |
| 10Y | +146.7% | +117.5% | +29.2% | +132.1% |
| All | +2,165.7% | +3,340.8% | -1,175.1% | +1,607.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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