+6.7%
XME vs TPG
+0.9%
+5.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.8% |
| 7D | -5.5% | +12.5% | -18.0% | -8.0% |
| 30D | -11.1% | +12.7% | -23.8% | -13.7% |
| 3M | -11.1% | +3.5% | -14.7% | -12.2% |
| 6M | -18.0% | +14.1% | -32.1% | -21.5% |
| YTD | -7.4% | -18.5% | +11.1% | -3.7% |
| 1Y | +6.7% | -1.8% | +8.5% | +1.0% |
| All | +6.7% | +0.9% | +5.7% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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