+53.5%
BE vs XME
-0.3%
+53.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.1% |
| 7D | +20.0% | -0.1% | +20.1% | +19.8% |
| 30D | +7.9% | +6.0% | +1.9% | -1.2% |
| 3M | -13.2% | -7.7% | -5.5% | -8.6% |
| 6M | +53.5% | +1.0% | +52.5% | +47.3% |
| All | +53.5% | -0.3% | +53.8% | +47.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling