+82.2%
UBER vs XME
+360.2%
-278.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -3.9% | -0.1% | -3.8% | -3.8% |
| 30D | +11.1% | +6.0% | +5.1% | +7.5% |
| 3M | +4.9% | -7.7% | +12.6% | +8.2% |
| 6M | -1.2% | +1.0% | -2.1% | -4.1% |
| YTD | -7.3% | +14.6% | -21.9% | -17.8% |
| 1Y | -17.6% | +46.0% | -63.6% | -37.6% |
| 3Y | +61.1% | +127.0% | -66.0% | -9.4% |
| 5Y | +87.9% | +175.8% | -87.9% | -10.4% |
| All | +82.2% | +360.2% | -278.0% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling