+253.6%
XME vs DAR
+311.7%
-58.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.1% |
| 7D | +0.3% | +11.6% | -11.2% | -4.3% |
| 30D | -6.1% | -10.2% | +4.1% | -2.0% |
| 3M | -18.6% | -14.8% | -3.8% | -13.7% |
| 6M | -23.9% | -10.1% | -13.8% | -21.8% |
| YTD | -9.3% | +55.5% | -64.9% | -27.4% |
| 1Y | +1.8% | +61.7% | -59.9% | -20.0% |
| 3Y | +93.0% | +37.2% | +55.8% | +51.9% |
| 5Y | +107.0% | -26.9% | +133.9% | +114.6% |
| All | +253.6% | +311.7% | -58.1% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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