-25.1%
NOW vs XME
+108.0%
-133.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.1% |
| 7D | +0.3% | +0.3% | 0.0% | +0.1% |
| 30D | -27.0% | -6.1% | -20.8% | -25.5% |
| 3M | -19.6% | -18.6% | -1.0% | -14.4% |
| 6M | +17.5% | -23.9% | +41.4% | +27.3% |
| YTD | -33.3% | -9.3% | -23.9% | -34.2% |
| 1Y | -39.8% | +1.8% | -41.6% | -43.9% |
| 3Y | -19.9% | +93.0% | -112.9% | -48.3% |
| All | -25.1% | +108.0% | -133.1% | -52.1% |
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