+140.0%
WBD vs XME
+46.4%
+93.6%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | +8.8% | +6.0% | +2.8% | +8.5% |
| 3M | +4.6% | -7.7% | +12.4% | +5.2% |
| 6M | +1.1% | +1.0% | +0.1% | +1.3% |
| YTD | -2.0% | +14.6% | -16.6% | -0.6% |
| 1Y | +140.0% | +46.0% | +94.1% | +116.5% |
| All | +140.0% | +46.4% | +93.6% | +116.5% |
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