+5.1%
SLV vs XLB
+24.8%
-19.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | -0.5% |
| 7D | +5.6% | -1.4% | +7.0% | +7.9% |
| 30D | -12.1% | +7.1% | -19.2% | -22.5% |
| 3M | -16.3% | +0.6% | -16.9% | -17.5% |
| 6M | -34.1% | +3.5% | -37.5% | -38.0% |
| YTD | -25.3% | +18.2% | -43.5% | -40.0% |
| All | +5.1% | +24.8% | -19.6% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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