+6.7%
XME vs IRE
-97.6%
+104.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -23.2% | +22.2% | +1.1% |
| 7D | -5.5% | -46.8% | +41.4% | -0.8% |
| 30D | -11.1% | -75.5% | +64.4% | -1.1% |
| 3M | -11.1% | -79.4% | +68.3% | -1.1% |
| 6M | -18.0% | -91.3% | +73.3% | -6.6% |
| YTD | -7.4% | -90.8% | +83.5% | +0.6% |
| 1Y | +6.7% | -97.7% | +104.4% | +22.4% |
| All | +6.7% | -97.6% | +104.2% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 1y: compounded portfolio wealth divided by compounded IRE 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…
1y analysis · Full analysis span regression · 6 months rolling