+178.9%
XME vs UUUU
-91.9%
+270.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.0% |
| 7D | +3.6% | +2.8% | +0.8% | +3.2% |
| 30D | +3.6% | +3.4% | +0.2% | +3.1% |
| 3M | +1.2% | -3.9% | +5.1% | +1.5% |
| 6M | +9.0% | -23.2% | +32.2% | +12.4% |
| YTD | +15.9% | +0.6% | +15.4% | +14.0% |
| 1Y | +43.2% | +22.9% | +20.3% | +34.9% |
| 3Y | +137.4% | +98.6% | +38.7% | +100.9% |
| 5Y | +185.0% | +130.2% | +54.8% | +129.6% |
| 10Y | +409.5% | +519.5% | -110.0% | +226.8% |
| All | +178.9% | -91.9% | +270.8% | +90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling