-35.9%
APP vs XME
+46.4%
-82.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | +0.9% | -0.1% | +1.0% | +0.9% |
| 30D | -23.3% | +6.0% | -29.3% | -25.7% |
| 3M | -42.6% | -7.7% | -34.9% | -40.5% |
| 6M | -33.6% | +1.0% | -34.6% | -35.2% |
| YTD | -52.4% | +14.6% | -67.1% | -54.8% |
| 1Y | -35.9% | +46.0% | -81.8% | -36.6% |
| All | -35.9% | +46.4% | -82.3% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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