+69.9%
XLI vs SLV
+90.3%
-20.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.1% |
| 7D | +3.8% | -5.8% | +9.6% | +4.5% |
| 30D | +1.0% | -12.1% | +13.2% | +2.4% |
| 3M | -8.9% | -24.1% | +15.2% | -6.2% |
| 6M | -2.3% | -44.4% | +42.1% | +3.7% |
| YTD | +9.7% | -31.5% | +41.2% | +10.7% |
| 1Y | +12.3% | -6.9% | +19.2% | +8.2% |
| 3Y | +71.5% | +116.0% | -44.5% | +41.5% |
| All | +69.9% | +90.3% | -20.4% | +39.1% |
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