+504.6%
NOW vs XME
+294.4%
+210.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -1.2% |
| 7D | -3.1% | +0.9% | -4.0% | -3.4% |
| 30D | -27.0% | -7.3% | -19.7% | -25.2% |
| 3M | -17.7% | -14.8% | -2.9% | -13.5% |
| 6M | +12.7% | -18.4% | +31.1% | +19.1% |
| YTD | -32.9% | -4.7% | -28.3% | -34.5% |
| 1Y | -40.4% | +5.7% | -46.1% | -44.3% |
| 3Y | -17.1% | +104.0% | -121.1% | -42.9% |
| 5Y | -25.7% | +122.4% | -148.1% | -51.1% |
| 10Y | +504.6% | +285.4% | +219.3% | +174.2% |
| All | +504.6% | +294.4% | +210.3% | +174.2% |
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