+1,784.6%
BE vs XME
+136.1%
+1,648.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.5% | +8.2% |
| 7D | +29.8% | +3.6% | +26.2% | +24.1% |
| 30D | +26.4% | +3.6% | +22.8% | +20.1% |
| 3M | +9.3% | +1.2% | +8.1% | +7.6% |
| 6M | +105.1% | +9.0% | +96.0% | +83.2% |
| YTD | +219.0% | +15.9% | +203.1% | +168.7% |
| 1Y | +418.8% | +43.2% | +375.6% | +257.3% |
| 3Y | +1,784.6% | +137.4% | +1,647.2% | +525.2% |
| All | +1,784.6% | +136.1% | +1,648.4% | +525.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling