+106.9%
SLV vs XRT
-5.3%
+112.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | +5.1% | +0.9% | +4.2% | +4.9% |
| 30D | -12.9% | +7.9% | -20.9% | -14.3% |
| 3M | -16.1% | -0.2% | -15.9% | -16.1% |
| 6M | -33.2% | +5.6% | -38.7% | -34.1% |
| YTD | -27.2% | +5.7% | -32.9% | -28.2% |
| 1Y | +7.6% | +14.6% | -7.0% | +4.8% |
| 3Y | +122.3% | +50.7% | +71.7% | +106.5% |
| All | +106.9% | -5.3% | +112.3% | +95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling