+6.7%
XME vs URA
-32.2%
+38.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.4% |
| 7D | -5.5% | -10.5% | +5.1% | +1.2% |
| 30D | -11.1% | -18.6% | +7.5% | +0.7% |
| 3M | -11.1% | -23.0% | +11.9% | +4.0% |
| 6M | -18.0% | -40.3% | +22.3% | +10.6% |
| YTD | -7.4% | -23.5% | +16.1% | +8.6% |
| 1Y | +6.7% | -31.1% | +37.8% | +32.4% |
| All | +6.7% | -32.2% | +38.8% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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