+185.0%
XME vs URA
+131.0%
+54.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | -0.5% |
| 7D | +3.6% | +8.1% | -4.5% | -0.5% |
| 30D | +3.6% | +5.8% | -2.1% | +0.6% |
| 3M | +1.2% | +3.4% | -2.2% | -0.8% |
| 6M | +9.0% | -2.6% | +11.7% | +9.7% |
| YTD | +15.9% | +11.2% | +4.8% | +8.9% |
| 1Y | +43.2% | +19.8% | +23.3% | +28.5% |
| 3Y | +137.4% | +121.5% | +15.9% | +48.5% |
| 5Y | +185.0% | +134.5% | +50.6% | +68.1% |
| All | +185.0% | +131.0% | +54.1% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling