+185.0%
XME vs BUD
+45.2%
+139.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | +3.6% | +0.8% | +2.9% | +3.3% |
| 30D | +3.6% | -4.8% | +8.4% | +5.4% |
| 3M | +1.2% | +1.4% | -0.1% | +0.2% |
| 6M | +9.0% | +9.9% | -0.8% | +4.3% |
| YTD | +15.9% | +26.3% | -10.4% | +4.8% |
| 1Y | +43.2% | +36.1% | +7.0% | +25.3% |
| 3Y | +137.4% | +48.6% | +88.8% | +95.2% |
| 5Y | +185.0% | +45.0% | +140.0% | +128.7% |
| All | +185.0% | +45.2% | +139.9% | +128.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling