-28.6%
NOW vs XME
+42.7%
-71.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -5.0% |
| 7D | -6.1% | +3.6% | -9.7% | -6.0% |
| 30D | +7.5% | +3.6% | +3.8% | +7.5% |
| 3M | +17.5% | +1.2% | +16.3% | +18.8% |
| 6M | +7.9% | +9.0% | -1.1% | +10.1% |
| YTD | -12.4% | +15.9% | -28.3% | -13.2% |
| 1Y | -28.6% | +43.2% | -71.7% | -35.2% |
| All | -28.6% | +42.7% | -71.3% | -35.2% |
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 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