+26.9%
XLV vs SLV
+60.8%
-33.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +4.4% | +6.7% | -2.2% | +4.2% |
| 3M | +13.2% | -10.7% | +23.9% | +13.6% |
| 6M | +10.1% | -20.6% | +30.7% | +10.7% |
| YTD | +11.7% | -7.1% | +18.8% | +11.5% |
| 1Y | +26.9% | +62.0% | -35.0% | +31.2% |
| All | +26.9% | +60.8% | -33.9% | +31.2% |
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 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