+148.6%
TE vs XME
+46.4%
+102.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | -15.9% | +6.0% | -21.9% | -22.2% |
| 3M | -60.5% | -7.7% | -52.8% | -55.8% |
| 6M | -35.2% | +1.0% | -36.2% | -33.4% |
| YTD | -31.1% | +14.6% | -45.8% | -34.7% |
| 1Y | +148.6% | +46.0% | +102.7% | +138.4% |
| All | +148.6% | +46.4% | +102.2% | +138.4% |
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