+718.9%
AVGO vs SLV
+164.2%
+554.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.7% | +3.1% |
| 7D | -0.3% | +2.5% | -2.8% | -0.8% |
| 30D | -13.8% | +3.3% | -17.1% | -14.5% |
| 3M | -6.9% | -3.6% | -3.3% | -6.6% |
| 6M | +11.9% | -21.8% | +33.8% | +16.5% |
| YTD | +6.9% | -7.8% | +14.7% | +1.4% |
| 1Y | +7.4% | +58.3% | -50.9% | -14.1% |
| 3Y | +345.6% | +182.6% | +163.0% | +201.8% |
| 5Y | +718.9% | +167.8% | +551.1% | +423.7% |
| All | +718.9% | +164.2% | +554.7% | +423.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling