+72.4%
XLI vs SLV
+181.9%
-109.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.4% |
| 7D | +1.0% | +2.5% | -1.5% | +0.8% |
| 30D | -5.8% | +3.3% | -9.1% | -6.1% |
| 3M | +0.7% | -3.6% | +4.3% | +0.9% |
| 6M | +3.2% | -21.8% | +25.0% | +4.7% |
| YTD | +13.0% | -7.8% | +20.9% | +11.1% |
| 1Y | +16.8% | +58.3% | -41.5% | +7.4% |
| 3Y | +72.4% | +182.6% | -110.2% | +45.4% |
| All | +72.4% | +181.9% | -109.5% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling