+4,547.5%
MU vs XME
+184.7%
+4,362.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.5% | +0.8% | +2.5% |
| 7D | -12.0% | +0.9% | -13.0% | -12.0% |
| 30D | -28.7% | -7.3% | -21.4% | -24.3% |
| 3M | -16.4% | -14.8% | -1.7% | -6.4% |
| 6M | -1.8% | -18.4% | +16.6% | +16.0% |
| YTD | +157.1% | -4.7% | +161.7% | +174.0% |
| 1Y | +208.5% | +5.7% | +202.8% | +207.7% |
| 3Y | +906.2% | +104.0% | +802.2% | +564.9% |
| 5Y | +893.4% | +122.4% | +771.0% | +493.5% |
| 10Y | +4,271.9% | +285.4% | +3,986.5% | +1,611.3% |
| All | +4,547.5% | +184.7% | +4,362.8% | +1,771.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling