+1,315.7%
MU vs XME
+176.2%
+1,139.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.9% |
| 7D | +9.0% | -0.1% | +9.1% | +9.1% |
| 30D | +13.8% | +6.0% | +7.8% | +8.0% |
| 3M | +2.1% | -7.7% | +9.8% | +9.7% |
| 6M | +153.8% | +1.0% | +152.8% | +156.8% |
| YTD | +256.4% | +14.6% | +241.8% | +228.1% |
| 1Y | +719.8% | +46.0% | +673.8% | +535.3% |
| 3Y | +1,360.4% | +127.0% | +1,233.4% | +754.0% |
| All | +1,315.7% | +176.2% | +1,139.4% | +634.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling