+6,746.7%
ASML vs SLV
+263.8%
+6,482.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.2% |
| 7D | -19.0% | -0.7% | -18.3% | -18.9% |
| 30D | -25.9% | -15.4% | -10.6% | -23.0% |
| 3M | -19.1% | -16.3% | -2.8% | -15.8% |
| 6M | -5.7% | -28.8% | +23.1% | +1.5% |
| YTD | +27.6% | -27.1% | +54.7% | +32.5% |
| 1Y | +30.8% | +7.5% | +23.3% | +23.4% |
| 3Y | +116.2% | +121.2% | -4.9% | +71.3% |
| 5Y | +67.7% | +110.0% | -42.3% | +33.0% |
| 10Y | +1,355.3% | +168.8% | +1,186.5% | +972.4% |
| All | +6,746.7% | +263.8% | +6,482.9% | +3,983.9% |
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