+168.5%
XME vs WU
-51.6%
+220.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.5% |
| 7D | -3.0% | -5.0% | +1.9% | -1.7% |
| 30D | -2.6% | -2.3% | -0.3% | -2.1% |
| 3M | +2.2% | -3.2% | +5.4% | +1.4% |
| 6M | +0.7% | -25.0% | +25.7% | +8.2% |
| YTD | +10.9% | -21.7% | +32.6% | +17.0% |
| 1Y | +35.7% | -9.0% | +44.7% | +35.1% |
| 3Y | +127.1% | -28.9% | +156.0% | +140.8% |
| 5Y | +168.5% | -51.0% | +219.5% | +234.5% |
| All | +168.5% | -51.6% | +220.0% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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