+6.7%
XME vs AHR
+26.3%
-19.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -0.7% |
| 7D | -5.5% | +9.5% | -14.9% | -4.4% |
| 30D | -11.1% | +11.7% | -22.8% | -10.0% |
| 3M | -11.1% | +4.0% | -15.1% | -10.5% |
| 6M | -18.0% | +13.5% | -31.5% | -16.0% |
| YTD | -7.4% | +21.6% | -29.0% | -4.2% |
| 1Y | +6.7% | +25.1% | -18.4% | +9.0% |
| All | +6.7% | +26.3% | -19.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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