+147.8%
XEL vs WU
-39.1%
+186.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -0.3% | -3.5% | +3.2% | +0.4% |
| 30D | -3.9% | -2.9% | -1.0% | -3.5% |
| 3M | -2.8% | -2.3% | -0.6% | -3.3% |
| 6M | -5.4% | -25.4% | +20.0% | -0.4% |
| YTD | +3.8% | -21.2% | +25.0% | +7.6% |
| 1Y | +6.8% | -8.9% | +15.7% | +6.5% |
| 3Y | +45.6% | -29.0% | +74.6% | +51.9% |
| 5Y | +30.7% | -50.7% | +81.4% | +48.1% |
| All | +147.8% | -39.1% | +186.9% | +167.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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