+89.9%
SLV vs XEL
+51.5%
+38.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -5.8% | +2.4% | -8.3% | -6.4% |
| 30D | -12.1% | +8.3% | -20.4% | -13.8% |
| 3M | -24.1% | +4.2% | -28.3% | -25.0% |
| 6M | -44.4% | +3.7% | -48.1% | -45.1% |
| YTD | -31.5% | +13.1% | -44.5% | -33.7% |
| 1Y | -6.9% | +5.0% | -11.9% | -8.4% |
| 3Y | +116.0% | +55.0% | +61.1% | +89.6% |
| All | +89.9% | +51.5% | +38.4% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling