+280.6%
XME vs BUD
-4.5%
+285.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +2.9% | +1.7% |
| 7D | +1.5% | +0.5% | +1.0% | +1.2% |
| 30D | -7.3% | +7.4% | -14.7% | -10.6% |
| 3M | -17.4% | +4.3% | -21.7% | -19.5% |
| 6M | -21.8% | +5.3% | -27.1% | -24.6% |
| YTD | -6.0% | +33.2% | -39.2% | -19.1% |
| 1Y | +3.8% | +31.8% | -28.0% | -10.3% |
| 3Y | +100.0% | +47.8% | +52.2% | +59.6% |
| 5Y | +116.1% | +50.2% | +65.9% | +67.3% |
| 10Y | +280.6% | -4.8% | +285.4% | +207.0% |
| All | +280.6% | -4.5% | +285.1% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling