+237.7%
SLV vs XHB
+197.8%
+40.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -1.1% | -4.1% | +3.0% | -0.4% |
| 30D | -14.2% | +9.6% | -23.8% | -15.5% |
| 3M | -20.3% | -6.0% | -14.3% | -19.5% |
| 6M | -40.2% | +2.2% | -42.4% | -40.5% |
| YTD | -27.6% | +1.1% | -28.7% | -27.8% |
| 1Y | +0.4% | -1.7% | +2.2% | +0.6% |
| 3Y | +129.4% | +36.5% | +92.9% | +116.7% |
| 5Y | +99.8% | +33.5% | +66.3% | +87.1% |
| 10Y | +183.2% | +240.9% | -57.7% | +128.6% |
| All | +237.7% | +197.8% | +40.0% | +118.8% |
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