+402.6%
XME vs UUUU
+465.5%
-62.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | +0.2% |
| 7D | -4.2% | -10.5% | +6.3% | -1.7% |
| 30D | -2.7% | -10.5% | +7.8% | -0.3% |
| 3M | -3.9% | -14.1% | +10.2% | -1.1% |
| 6M | -1.0% | -35.5% | +34.5% | +7.8% |
| YTD | +9.8% | -10.9% | +20.7% | +9.5% |
| 1Y | +32.5% | +3.4% | +29.2% | +24.7% |
| 3Y | +124.3% | +73.1% | +51.2% | +74.6% |
| 5Y | +165.8% | +87.1% | +78.7% | +92.3% |
| All | +402.6% | +465.5% | -62.9% | +143.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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