+333.1%
SLV vs XHB
+196.5%
+136.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | -0.3% | -1.3% | +1.0% | -0.1% |
| 30D | +6.7% | -6.9% | +13.6% | +7.9% |
| 3M | -10.7% | -1.3% | -9.4% | -10.7% |
| 6M | -20.6% | -6.8% | -13.8% | -19.8% |
| YTD | -7.1% | +0.7% | -7.9% | -7.3% |
| 1Y | +62.0% | -11.2% | +73.2% | +64.7% |
| 3Y | +169.8% | +25.3% | +144.5% | +158.0% |
| 5Y | +161.5% | +37.3% | +124.1% | +143.7% |
| 10Y | +224.4% | +211.5% | +12.9% | +164.7% |
| All | +333.1% | +196.5% | +136.6% | +180.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling