+63.3%
SLV vs XHB
-16.0%
+79.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.9% |
| 7D | +2.8% | -1.9% | +4.7% | +3.6% |
| 30D | +2.2% | -8.3% | +10.5% | +5.7% |
| 3M | +2.9% | -7.1% | +10.0% | +5.2% |
| 6M | -22.4% | -5.3% | -17.2% | -22.3% |
| YTD | -5.7% | -3.2% | -2.6% | -4.2% |
| 1Y | +63.3% | -13.9% | +77.2% | +66.3% |
| All | +63.3% | -16.0% | +79.3% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling