+327.4%
XME vs FND
+56.5%
+270.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | -4.2% | -5.8% | +1.5% | -2.7% |
| 30D | -2.7% | -20.2% | +17.5% | +3.2% |
| 3M | -3.9% | -12.0% | +8.0% | -1.5% |
| 6M | -1.0% | -18.5% | +17.5% | +2.9% |
| YTD | +9.8% | -22.3% | +32.1% | +15.2% |
| 1Y | +32.5% | -47.6% | +80.2% | +54.3% |
| 3Y | +124.3% | -49.8% | +174.1% | +153.9% |
| 5Y | +165.8% | -63.0% | +228.8% | +209.9% |
| All | +327.4% | +56.5% | +270.9% | +261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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