+519.9%
RVMD vs XME
+122.1%
+397.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -3.0% | -4.2% | +1.2% | -1.1% |
| 30D | -0.7% | -2.7% | +2.0% | +0.3% |
| 3M | +36.5% | -3.9% | +40.5% | +38.3% |
| 6M | +104.6% | -1.0% | +105.6% | +102.0% |
| YTD | +155.8% | +9.8% | +146.0% | +137.7% |
| 1Y | +340.7% | +32.5% | +308.1% | +257.5% |
| 3Y | +519.9% | +124.3% | +395.6% | +201.2% |
| All | +519.9% | +122.1% | +397.9% | +201.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling