+124.3%
XME vs UUUU
+74.5%
+49.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | +0.3% |
| 7D | -4.2% | -10.5% | +6.3% | -1.5% |
| 30D | -2.7% | -10.5% | +7.8% | -0.1% |
| 3M | -3.9% | -14.1% | +10.2% | -0.9% |
| 6M | -1.0% | -35.5% | +34.5% | +8.1% |
| YTD | +9.8% | -10.9% | +20.7% | +10.3% |
| 1Y | +32.5% | +3.4% | +29.2% | +25.9% |
| 3Y | +124.3% | +73.1% | +51.2% | +71.6% |
| All | +124.3% | +74.5% | +49.8% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling