+6.7%
XME vs BTG
+24.4%
-17.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +8.7% | -9.7% | -4.3% |
| 7D | -5.5% | -0.2% | -5.3% | -5.6% |
| 30D | -11.1% | -0.8% | -10.3% | -11.1% |
| 3M | -11.1% | +31.8% | -43.0% | -21.1% |
| 6M | -18.0% | +20.4% | -38.4% | -25.1% |
| YTD | -7.4% | +14.7% | -22.1% | -15.6% |
| 1Y | +6.7% | +29.4% | -22.7% | -8.0% |
| All | +6.7% | +24.4% | -17.7% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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