+4,404.4%
DELL vs XME
+421.4%
+3,983.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.5% |
| 7D | +8.2% | -4.2% | +12.4% | +10.8% |
| 30D | +17.1% | -2.7% | +19.8% | +18.9% |
| 3M | +45.2% | -3.9% | +49.1% | +48.4% |
| 6M | +286.8% | -1.0% | +287.7% | +288.6% |
| YTD | +354.8% | +9.8% | +345.0% | +330.3% |
| 1Y | +358.3% | +32.5% | +325.7% | +289.8% |
| 3Y | +724.9% | +124.3% | +600.6% | +435.9% |
| 5Y | +1,193.7% | +165.8% | +1,027.9% | +657.6% |
| All | +4,404.4% | +421.4% | +3,983.1% | +1,765.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling