+182.6%
SLV vs XYZ
+43.0%
+139.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.5% | -0.2% |
| 7D | +2.5% | +2.9% | -0.3% | +2.0% |
| 30D | +3.3% | +1.4% | +1.9% | +3.0% |
| 3M | -3.6% | +14.6% | -18.1% | -5.9% |
| 6M | -21.8% | +20.8% | -42.6% | -24.4% |
| YTD | -7.8% | +23.1% | -30.9% | -11.7% |
| 1Y | +58.3% | +5.6% | +52.6% | +53.3% |
| 3Y | +182.6% | +50.9% | +131.7% | +166.7% |
| All | +182.6% | +43.0% | +139.5% | +166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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