-42.6%
SLV vs XEL
+3.1%
-45.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.2% |
| 7D | -3.9% | +1.4% | -5.3% | -3.8% |
| 30D | -15.6% | +9.2% | -24.8% | -15.1% |
| 3M | -23.6% | +4.5% | -28.1% | -24.2% |
| 6M | -42.6% | +3.6% | -46.2% | -43.5% |
| All | -42.6% | +3.1% | -45.7% | -43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling