+17.9%
RSP vs XME
+0.8%
+17.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.2% | -0.5% |
| 7D | +1.8% | +5.3% | -3.6% | +0.9% |
| 30D | +3.5% | -8.2% | +11.7% | +4.8% |
| 3M | +0.2% | -18.4% | +18.6% | +3.3% |
| 6M | +9.1% | -22.8% | +32.0% | +13.6% |
| YTD | +16.6% | -7.9% | +24.5% | +14.6% |
| 1Y | +17.9% | -0.9% | +18.8% | +13.3% |
| All | +17.9% | +0.8% | +17.1% | +13.3% |
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 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