+624.4%
XLI vs SLV
+249.8%
+374.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.5% |
| 7D | +4.3% | -3.9% | +8.1% | +4.8% |
| 30D | +0.5% | -15.6% | +16.1% | +2.7% |
| 3M | -8.6% | -23.6% | +15.0% | -5.4% |
| 6M | -2.3% | -42.6% | +40.2% | +4.7% |
| YTD | +10.1% | -30.0% | +40.1% | +12.3% |
| 1Y | +11.0% | -6.6% | +17.6% | +8.3% |
| 3Y | +72.3% | +121.8% | -49.5% | +46.1% |
| 5Y | +70.8% | +92.7% | -21.8% | +46.5% |
| 10Y | +228.7% | +174.0% | +54.8% | +160.5% |
| All | +624.4% | +249.8% | +374.6% | +379.9% |
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