+2,124.4%
XLK vs SLV
+363.7%
+1,760.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +0.9% | -0.3% | +1.2% | +0.9% |
| 30D | +0.7% | +6.7% | -6.0% | -0.2% |
| 3M | -2.9% | -10.7% | +7.8% | -1.5% |
| 6M | +34.3% | -20.6% | +54.9% | +37.9% |
| YTD | +30.4% | -7.1% | +37.5% | +28.9% |
| 1Y | +43.4% | +62.0% | -18.6% | +30.4% |
| 3Y | +116.8% | +169.8% | -53.0% | +82.6% |
| 5Y | +144.0% | +161.5% | -17.4% | +104.6% |
| 10Y | +778.8% | +224.4% | +554.4% | +604.5% |
| All | +2,124.4% | +363.7% | +1,760.7% | +1,413.2% |
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