+2,381.1%
COST vs SLV
+363.7%
+2,017.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -2.8% | +6.7% | -9.5% | -3.2% |
| 3M | -5.7% | -10.7% | +5.0% | -5.2% |
| 6M | -8.8% | -20.6% | +11.8% | -7.9% |
| YTD | +6.7% | -7.1% | +13.8% | +5.8% |
| 1Y | -3.6% | +62.0% | -65.6% | -7.9% |
| 3Y | +75.1% | +169.8% | -94.7% | +61.1% |
| 5Y | +108.9% | +161.5% | -52.5% | +91.6% |
| 10Y | +586.2% | +224.4% | +361.8% | +517.5% |
| All | +2,381.1% | +363.7% | +2,017.4% | +1,943.9% |
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