+219.5%
SLV vs XEL
+822.9%
-603.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -24.9% |
| 6M | -44.4% | +3.7% | -48.1% | -45.0% |
| YTD | -31.5% | +13.1% | -44.5% | -33.7% |
| 1Y | -6.9% | +5.0% | -11.9% | -8.3% |
| 3Y | +116.0% | +55.0% | +61.0% | +91.8% |
| 5Y | +88.4% | +51.8% | +36.6% | +67.5% |
| 10Y | +167.9% | +185.6% | -17.7% | +98.1% |
| All | +219.5% | +822.9% | -603.4% | +78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling