+1,972.6%
NOW vs XME
+176.2%
+1,796.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.7% | -1.5% |
| 7D | -3.0% | -4.5% | +1.5% | -1.5% |
| 30D | -26.0% | -10.9% | -15.2% | -23.3% |
| 3M | -13.1% | -15.3% | +2.2% | -8.7% |
| 6M | +14.5% | -24.6% | +39.1% | +23.8% |
| YTD | -33.4% | -9.6% | -23.8% | -33.5% |
| 1Y | -40.6% | +2.9% | -43.5% | -43.6% |
| 3Y | -16.3% | +86.9% | -103.2% | -37.9% |
| 5Y | -26.3% | +115.2% | -141.5% | -48.4% |
| 10Y | +512.7% | +305.7% | +207.0% | +216.7% |
| All | +1,972.6% | +176.2% | +1,796.4% | +1,202.3% |
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