+10.3%
SLV vs MXL
+276.5%
-266.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -11.1% | +16.3% | +6.1% |
| 7D | -3.9% | -24.3% | +20.5% | -1.7% |
| 30D | -14.5% | -46.1% | +31.7% | -10.4% |
| 3M | -12.4% | -21.8% | +9.4% | -11.3% |
| 6M | -28.5% | -27.2% | -1.3% | -28.2% |
| YTD | -26.8% | +226.2% | -253.0% | -43.8% |
| 1Y | +10.3% | +297.0% | -286.7% | -18.5% |
| All | +10.3% | +276.5% | -266.1% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 1y: compounded portfolio wealth divided by compounded MXL 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…
1y analysis · Full analysis span regression · 6 months rolling