+55.3%
BE vs XME
+5.2%
+50.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.0% | -5.3% | -4.9% |
| 7D | -12.1% | -5.5% | -6.7% | -4.6% |
| 30D | -30.1% | -11.1% | -19.0% | -16.7% |
| 3M | -12.1% | -11.1% | -1.0% | +2.2% |
| 6M | -30.6% | -18.0% | -12.6% | -9.0% |
| YTD | +130.6% | -7.4% | +138.0% | +111.7% |
| 1Y | +55.3% | +6.7% | +48.6% | +2.5% |
| All | +55.3% | +5.2% | +50.1% | +2.5% |
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