+358.3%
DELL vs XME
+34.9%
+323.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.6% |
| 7D | +8.2% | -4.2% | +12.4% | +11.1% |
| 30D | +17.1% | -2.7% | +19.8% | +19.2% |
| 3M | +45.2% | -3.9% | +49.1% | +46.7% |
| 6M | +286.8% | -1.0% | +287.7% | +283.9% |
| YTD | +354.8% | +9.8% | +345.0% | +331.5% |
| 1Y | +358.3% | +32.5% | +325.7% | +260.6% |
| All | +358.3% | +34.9% | +323.4% | +260.6% |
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