+226.7%
SLV vs XEL
+821.6%
-594.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.4% |
| 7D | -3.9% | +1.4% | -5.3% | -4.2% |
| 30D | -15.6% | +9.2% | -24.8% | -17.5% |
| 3M | -23.6% | +4.5% | -28.1% | -24.5% |
| 6M | -42.6% | +3.6% | -46.2% | -43.2% |
| YTD | -30.0% | +12.9% | -42.9% | -32.1% |
| 1Y | -6.6% | +4.1% | -10.7% | -7.8% |
| 3Y | +121.8% | +52.3% | +69.5% | +97.8% |
| 5Y | +92.7% | +51.6% | +41.1% | +71.3% |
| 10Y | +174.0% | +185.2% | -11.3% | +102.7% |
| All | +226.7% | +821.6% | -594.9% | +82.7% |
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