+494.0%
TEAM vs XME
+426.6%
+67.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.7% | +2.2% |
| 7D | -7.8% | -3.0% | -4.7% | -6.9% |
| 30D | +16.5% | -2.6% | +19.1% | +17.2% |
| 3M | +96.2% | +2.2% | +94.0% | +93.5% |
| 6M | +130.2% | +0.7% | +129.5% | +125.8% |
| YTD | +10.7% | +10.9% | -0.2% | +3.5% |
| 1Y | +3.0% | +35.7% | -32.7% | -11.6% |
| 3Y | -13.1% | +127.1% | -140.2% | -38.9% |
| 5Y | -52.7% | +168.5% | -221.2% | -68.0% |
| All | +494.0% | +426.6% | +67.4% | +221.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling