+436.9%
XME vs RBA
+189.2%
+247.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.4% |
| 7D | -0.2% | -1.9% | +1.7% | +0.4% |
| 30D | +1.4% | -13.0% | +14.4% | +6.1% |
| 3M | +2.7% | -23.1% | +25.8% | +10.9% |
| 6M | +6.5% | -22.6% | +29.1% | +14.5% |
| YTD | +15.2% | -20.4% | +35.6% | +22.2% |
| 1Y | +43.5% | -29.6% | +73.1% | +58.9% |
| 3Y | +135.9% | +26.6% | +109.3% | +108.2% |
| 5Y | +181.5% | +38.2% | +143.3% | +132.2% |
| 10Y | +436.9% | +194.7% | +242.1% | +188.8% |
| All | +436.9% | +189.2% | +247.7% | +188.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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