+49.9%
TRV vs XME
+5.2%
+44.6%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +3.4% |
| 7D | +3.9% | -5.5% | +9.3% | +3.2% |
| 30D | +13.5% | -11.1% | +24.6% | +12.1% |
| 3M | +8.9% | -11.1% | +20.0% | +7.6% |
| 6M | +36.8% | -18.0% | +54.8% | +34.5% |
| YTD | +42.7% | -7.4% | +50.1% | +40.4% |
| 1Y | +49.9% | +6.7% | +43.2% | +47.7% |
| All | +49.9% | +5.2% | +44.6% | +47.7% |
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 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