-1.4%
RMD vs XME
+5.2%
-6.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.0% |
| 7D | -3.9% | -5.5% | +1.6% | -3.6% |
| 30D | +7.9% | -11.1% | +19.0% | +8.5% |
| 3M | +8.1% | -11.1% | +19.2% | +8.6% |
| 6M | +15.5% | -18.0% | +33.5% | +16.2% |
| YTD | +0.7% | -7.4% | +8.0% | -2.2% |
| 1Y | -1.4% | +6.7% | -8.0% | -6.5% |
| All | -1.4% | +5.2% | -6.6% | -6.5% |
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 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