+34.1%
ET vs XME
+37.7%
-3.6%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +0.2% |
| 7D | +1.4% | -3.0% | +4.4% | +1.3% |
| 30D | +4.6% | -2.6% | +7.2% | +4.6% |
| 3M | +16.0% | +2.2% | +13.9% | +16.2% |
| 6M | +22.8% | +0.7% | +22.1% | +23.2% |
| YTD | +38.9% | +10.9% | +27.9% | +38.4% |
| 1Y | +34.1% | +35.7% | -1.6% | +35.1% |
| All | +34.1% | +37.7% | -3.6% | +35.1% |
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