+551.0%
DELL vs SLV
+100.8%
+450.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -2.4% |
| 7D | -18.1% | +3.7% | -21.8% | -19.1% |
| 30D | -42.9% | -15.2% | -27.7% | -39.9% |
| 3M | -26.9% | -21.8% | -5.1% | -21.2% |
| 6M | +28.8% | -36.3% | +65.1% | +45.4% |
| YTD | +168.4% | -27.8% | +196.3% | +178.6% |
| 1Y | +136.8% | +1.5% | +135.3% | +117.1% |
| 3Y | +375.3% | +128.5% | +246.8% | +226.6% |
| 5Y | +551.0% | +103.2% | +447.8% | +326.1% |
| All | +551.0% | +100.8% | +450.2% | +326.1% |
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 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