+6,169.9%
MU vs XME
+412.4%
+5,757.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.2% |
| 7D | +7.5% | -0.2% | +7.7% | +7.6% |
| 30D | +19.4% | +1.4% | +18.0% | +17.8% |
| 3M | +9.8% | +2.7% | +7.1% | +8.8% |
| 6M | +164.1% | +6.5% | +157.6% | +158.3% |
| YTD | +260.3% | +15.2% | +245.1% | +233.0% |
| 1Y | +661.2% | +43.5% | +617.7% | +504.7% |
| 3Y | +1,380.8% | +135.9% | +1,245.0% | +757.1% |
| 5Y | +1,346.4% | +181.5% | +1,164.9% | +613.1% |
| 10Y | +6,169.9% | +436.9% | +5,733.1% | +1,942.9% |
| All | +6,169.9% | +412.4% | +5,757.5% | +1,942.9% |
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