+2,049.0%
XEL vs TT
+15,302.6%
-13,253.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.3% | +1.0% |
| 7D | +0.7% | +3.5% | -2.8% | +0.1% |
| 30D | +9.3% | -11.0% | +20.4% | +11.5% |
| 3M | +5.3% | -12.0% | +17.3% | +7.5% |
| 6M | +2.2% | -10.4% | +12.6% | +3.8% |
| YTD | +12.3% | +9.9% | +2.4% | +9.5% |
| 1Y | +3.0% | +1.5% | +1.6% | +1.9% |
| 3Y | +51.6% | +93.7% | -42.1% | +30.8% |
| 5Y | +50.0% | +139.2% | -89.3% | +22.8% |
| 10Y | +183.8% | +741.5% | -557.7% | +82.1% |
| All | +2,049.0% | +15,302.6% | -13,253.6% | +719.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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