+148.7%
XLK vs SLV
+166.6%
-17.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.1% |
| 7D | +0.2% | -2.8% | +3.1% | +0.7% |
| 30D | -0.6% | -1.6% | +1.0% | -0.4% |
| 3M | +2.6% | -4.4% | +7.0% | +3.1% |
| 6M | +34.0% | -25.4% | +59.4% | +39.7% |
| YTD | +30.7% | -9.8% | +40.5% | +27.6% |
| 1Y | +39.2% | +53.8% | -14.6% | +19.7% |
| 3Y | +120.4% | +174.7% | -54.2% | +65.0% |
| All | +148.7% | +166.6% | -17.9% | +75.6% |
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