+633.8%
DIA vs SLV
+363.7%
+270.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | -0.2% | -0.3% | +0.2% | -0.2% |
| 30D | -1.5% | +6.7% | -8.2% | -2.3% |
| 3M | +3.8% | -10.7% | +14.5% | +4.8% |
| 6M | +10.3% | -20.6% | +30.9% | +12.5% |
| YTD | +12.1% | -7.1% | +19.2% | +10.5% |
| 1Y | +18.6% | +62.0% | -43.3% | +8.9% |
| 3Y | +60.6% | +169.8% | -109.2% | +37.3% |
| 5Y | +64.4% | +161.5% | -97.0% | +39.9% |
| 10Y | +250.1% | +224.4% | +25.7% | +183.8% |
| All | +633.8% | +363.7% | +270.0% | +401.0% |
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