+149.7%
XBI vs SLV
+224.3%
-74.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | -4.6% | -2.8% | -1.8% | -4.2% |
| 30D | -2.0% | -1.6% | -0.4% | -1.8% |
| 3M | +17.8% | -4.4% | +22.2% | +18.4% |
| 6M | +23.7% | -25.4% | +49.1% | +29.4% |
| YTD | +28.2% | -9.8% | +38.0% | +25.7% |
| 1Y | +64.0% | +53.8% | +10.2% | +42.0% |
| 3Y | +99.4% | +174.7% | -75.3% | +49.5% |
| 5Y | +19.3% | +164.3% | -145.0% | -11.2% |
| All | +149.7% | +224.3% | -74.6% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 10y: compounded portfolio wealth divided by compounded SLV 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…
10y analysis · Full analysis span regression · 6 months rolling