+7,451.5%
ASML vs SLV
+265.6%
+7,185.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.2% | -8.8% | -4.8% |
| 7D | -10.0% | -3.9% | -6.1% | -9.3% |
| 30D | -19.4% | -14.5% | -5.0% | -16.5% |
| 3M | -12.5% | -12.4% | -0.1% | -10.0% |
| 6M | +8.2% | -28.5% | +36.7% | +16.4% |
| YTD | +40.7% | -26.8% | +67.5% | +45.9% |
| 1Y | +46.1% | +10.3% | +35.8% | +37.0% |
| 3Y | +138.5% | +122.2% | +16.2% | +88.7% |
| 5Y | +84.2% | +114.4% | -30.2% | +45.4% |
| 10Y | +1,505.1% | +170.1% | +1,335.0% | +1,081.3% |
| All | +7,451.5% | +265.6% | +7,185.9% | +4,398.6% |
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