+185.0%
XME vs IBB
+20.0%
+165.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.6% |
| 7D | +3.6% | -1.7% | +5.3% | +4.7% |
| 30D | +3.6% | +4.9% | -1.2% | +0.3% |
| 3M | +1.2% | +24.2% | -23.0% | -12.7% |
| 6M | +9.0% | +23.8% | -14.8% | -5.8% |
| YTD | +15.9% | +23.0% | -7.0% | +0.6% |
| 1Y | +43.2% | +46.2% | -3.0% | +11.0% |
| 3Y | +137.4% | +64.8% | +72.6% | +68.6% |
| 5Y | +185.0% | +20.9% | +164.1% | +112.6% |
| All | +185.0% | +20.0% | +165.1% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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