+58.3%
SLV vs XRT
-1.4%
+59.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.1% |
| 7D | +2.5% | -0.3% | +2.8% | +2.6% |
| 30D | +3.3% | -5.6% | +8.9% | +5.7% |
| 3M | -3.6% | +2.5% | -6.1% | -5.5% |
| 6M | -21.8% | +3.7% | -25.5% | -24.2% |
| YTD | -7.8% | +1.0% | -8.8% | -9.2% |
| 1Y | +58.3% | -1.2% | +59.5% | +52.0% |
| All | +58.3% | -1.4% | +59.6% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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