+59.7%
DIA vs SLV
+118.7%
-59.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.3% |
| 7D | +2.1% | -5.8% | +8.0% | +2.6% |
| 30D | +1.5% | -12.1% | +13.6% | +2.5% |
| 3M | -2.4% | -24.1% | +21.7% | -0.4% |
| 6M | +6.0% | -44.4% | +50.3% | +10.5% |
| YTD | +10.1% | -31.5% | +41.6% | +10.5% |
| 1Y | +11.8% | -6.9% | +18.7% | +8.4% |
| 3Y | +59.7% | +116.0% | -56.3% | +38.7% |
| All | +59.7% | +118.7% | -59.0% | +38.7% |
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 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