+135.9%
ASML vs SLV
+130.3%
+5.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.1% | +0.6% |
| 7D | -2.9% | +3.7% | -6.5% | -3.9% |
| 30D | -15.2% | -15.2% | 0.0% | -11.2% |
| 3M | -12.9% | -21.8% | +8.9% | -7.0% |
| 6M | -5.0% | -36.3% | +31.3% | +6.5% |
| YTD | +41.8% | -27.8% | +69.7% | +43.0% |
| 1Y | +46.0% | +1.5% | +44.5% | +28.3% |
| All | +135.9% | +130.3% | +5.5% | +53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling