+3,544.9%
URI vs XME
+242.3%
+3,302.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -12.9% | +6.0% | -18.9% | -17.0% |
| 3M | -6.7% | -7.7% | +1.0% | -2.8% |
| 6M | +19.0% | +1.0% | +18.0% | +14.1% |
| YTD | +25.5% | +14.6% | +10.9% | +8.4% |
| 1Y | +5.5% | +46.0% | -40.4% | -24.8% |
| 3Y | +111.3% | +127.0% | -15.7% | +7.8% |
| 5Y | +198.6% | +175.8% | +22.7% | +27.7% |
| 10Y | +1,179.9% | +414.6% | +765.3% | +249.2% |
| All | +3,544.9% | +242.3% | +3,302.6% | +833.9% |
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