+226.4%
MU vs XME
+0.8%
+225.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | +0.8% |
| 7D | +21.6% | +5.3% | +16.3% | +14.6% |
| 30D | -16.2% | -8.2% | -8.0% | -6.7% |
| 3M | -12.4% | -18.4% | +6.0% | +10.2% |
| 6M | +4.2% | -22.8% | +27.0% | +38.5% |
| YTD | +180.0% | -7.9% | +187.8% | +208.0% |
| 1Y | +226.4% | -0.9% | +227.3% | +240.5% |
| All | +226.4% | +0.8% | +225.6% | +240.5% |
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