+182.6%
SLV vs XHB
+26.5%
+156.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.1% |
| 7D | +2.5% | +0.2% | +2.3% | +2.5% |
| 30D | +3.3% | -9.1% | +12.3% | +5.7% |
| 3M | -3.6% | -2.3% | -1.3% | -3.4% |
| 6M | -21.8% | -4.1% | -17.7% | -21.5% |
| YTD | -7.8% | -1.7% | -6.1% | -7.6% |
| 1Y | +58.3% | -15.1% | +73.4% | +62.6% |
| 3Y | +182.6% | +26.8% | +155.8% | +167.5% |
| All | +182.6% | +26.5% | +156.1% | +167.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling