+306.5%
XLE vs SLV
+363.7%
-57.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +2.2% | -0.3% | +2.5% | +2.2% |
| 30D | +11.8% | +6.7% | +5.1% | +9.9% |
| 3M | +9.8% | -10.7% | +20.5% | +12.0% |
| 6M | +15.6% | -20.6% | +36.2% | +19.8% |
| YTD | +45.3% | -7.1% | +52.4% | +38.6% |
| 1Y | +48.3% | +62.0% | -13.7% | +19.4% |
| 3Y | +55.4% | +169.8% | -114.4% | +5.7% |
| 5Y | +216.1% | +161.5% | +54.6% | +113.9% |
| 10Y | +178.4% | +224.4% | -46.0% | +67.6% |
| All | +306.5% | +363.7% | -57.2% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling