+216.5%
SLV vs XEL
+151.3%
+65.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.1% |
| 7D | -5.0% | -1.2% | -3.8% | -4.8% |
| 30D | -1.8% | -2.9% | +1.1% | -1.2% |
| 3M | -0.3% | -2.7% | +2.4% | +0.1% |
| 6M | -28.2% | -6.5% | -21.7% | -27.3% |
| YTD | -10.7% | +3.6% | -14.4% | -11.5% |
| 1Y | +53.7% | +7.5% | +46.2% | +51.0% |
| 3Y | +173.7% | +46.3% | +127.3% | +149.6% |
| 5Y | +161.5% | +30.5% | +130.9% | +144.4% |
| All | +216.5% | +151.3% | +65.2% | +170.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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