+436.9%
XME vs BUD
-24.2%
+461.0%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.3% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | +1.4% | -6.1% | +7.6% | +4.2% |
| 3M | +2.7% | -3.8% | +6.5% | +3.9% |
| 6M | +6.5% | +8.2% | -1.7% | +1.8% |
| YTD | +15.2% | +23.6% | -8.4% | +3.2% |
| 1Y | +43.5% | +33.4% | +10.1% | +23.6% |
| 3Y | +135.9% | +45.3% | +90.5% | +90.1% |
| 5Y | +181.5% | +44.3% | +137.2% | +122.4% |
| 10Y | +436.9% | -22.8% | +459.6% | +364.8% |
| All | +436.9% | -24.2% | +461.0% | +364.8% |
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