+80.9%
XLI vs SLV
+170.6%
-89.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -1.8% |
| 7D | -0.6% | +2.8% | -3.4% | -0.9% |
| 30D | -6.9% | +2.2% | -9.1% | -7.2% |
| 3M | -1.9% | +2.9% | -4.8% | -2.4% |
| 6M | +1.0% | -22.4% | +23.4% | +3.2% |
| YTD | +11.3% | -5.7% | +17.1% | +8.6% |
| 1Y | +15.8% | +63.3% | -47.5% | +3.7% |
| 3Y | +69.8% | +189.0% | -119.2% | +36.5% |
| 5Y | +80.9% | +172.7% | -91.8% | +39.6% |
| All | +80.9% | +170.6% | -89.7% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling