+182.6%
SLV vs XME
+136.1%
+46.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.6% |
| 7D | +2.5% | +3.6% | -1.1% | -0.3% |
| 30D | +3.3% | +3.6% | -0.4% | +0.3% |
| 3M | -3.6% | +1.2% | -4.8% | -4.6% |
| 6M | -21.8% | +9.0% | -30.9% | -26.6% |
| YTD | -7.8% | +15.9% | -23.8% | -12.8% |
| 1Y | +58.3% | +43.2% | +15.1% | +33.8% |
| 3Y | +182.6% | +137.4% | +45.2% | +81.6% |
| All | +182.6% | +136.1% | +46.4% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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