+46.0%
XME vs RVTY
+57.1%
-11.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -0.1% | +1.1% | -1.2% | -0.4% |
| 30D | +6.0% | +13.2% | -7.2% | +2.0% |
| 3M | -7.7% | +27.2% | -35.0% | -14.6% |
| 6M | +1.0% | +32.4% | -31.4% | -8.7% |
| YTD | +14.6% | +34.9% | -20.2% | +2.1% |
| 1Y | +46.0% | +52.4% | -6.4% | +25.9% |
| All | +46.0% | +57.1% | -11.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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