+32.9%
XLV vs SLV
+9.6%
+23.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.1% | +2.9% |
| 7D | +5.5% | -3.9% | +9.4% | +5.6% |
| 30D | +13.3% | -14.5% | +27.8% | +13.8% |
| 3M | +17.4% | -12.4% | +29.9% | +17.8% |
| 6M | +32.1% | -28.5% | +60.6% | +33.3% |
| YTD | +24.0% | -26.8% | +50.8% | +23.5% |
| 1Y | +32.9% | +10.3% | +22.6% | +31.5% |
| All | +32.9% | +9.6% | +23.3% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling