+241.0%
RVMD vs XME
+5.2%
+235.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.1% |
| 7D | +5.8% | -5.5% | +11.3% | +7.7% |
| 30D | -3.8% | -11.1% | +7.3% | -0.3% |
| 3M | +3.2% | -11.1% | +14.4% | +6.8% |
| 6M | +35.0% | -18.0% | +53.0% | +42.1% |
| YTD | +150.7% | -7.4% | +158.1% | +163.1% |
| 1Y | +241.0% | +6.7% | +234.3% | +237.9% |
| All | +241.0% | +5.2% | +235.8% | +237.9% |
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