+14.1%
XLI vs SLV
+53.9%
-39.8%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.3% | +4.6% | -0.3% |
| 7D | -2.3% | -5.0% | +2.7% | -1.9% |
| 30D | -8.2% | -1.8% | -6.4% | -8.1% |
| 3M | +0.8% | -0.3% | +1.0% | +0.7% |
| 6M | +0.8% | -28.2% | +29.0% | +2.2% |
| YTD | +10.5% | -10.7% | +21.3% | +10.2% |
| 1Y | +14.1% | +53.7% | -39.6% | +10.0% |
| All | +14.1% | +53.9% | -39.8% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling