+332.9%
AVGO vs SLV
+183.8%
+149.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -3.0% | -0.3% | -2.6% | -2.9% |
| 30D | -14.4% | +6.7% | -21.1% | -15.6% |
| 3M | -14.4% | -10.7% | -3.7% | -13.0% |
| 6M | +13.1% | -20.6% | +33.7% | +16.7% |
| YTD | +3.8% | -7.1% | +10.9% | -2.5% |
| 1Y | +17.8% | +62.0% | -44.2% | -8.2% |
| All | +332.9% | +183.8% | +149.2% | +204.1% |
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