+694.6%
DELL vs SLV
+181.9%
+512.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.1% |
| 7D | +25.6% | +2.5% | +23.1% | +24.8% |
| 30D | +17.7% | +3.3% | +14.4% | +16.6% |
| 3M | +33.4% | -3.6% | +37.0% | +34.3% |
| 6M | +266.2% | -21.8% | +288.0% | +285.7% |
| YTD | +328.0% | -7.8% | +335.8% | +306.6% |
| 1Y | +339.6% | +58.3% | +281.3% | +225.9% |
| 3Y | +694.6% | +182.6% | +512.0% | +353.5% |
| All | +694.6% | +181.9% | +512.7% | +353.5% |
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