+620.8%
DIA vs SLV
+273.2%
+347.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.7% | -0.5% | +1.9% |
| 7D | +0.8% | +5.6% | -4.9% | +0.1% |
| 30D | +1.4% | -12.1% | +13.5% | +2.8% |
| 3M | -2.7% | -16.3% | +13.6% | -0.9% |
| 6M | +6.2% | -34.1% | +40.3% | +10.7% |
| YTD | +10.1% | -25.3% | +35.4% | +11.1% |
| 1Y | +13.0% | +9.6% | +3.4% | +8.6% |
| 3Y | +61.9% | +132.7% | -70.8% | +40.4% |
| 5Y | +57.1% | +113.7% | -56.6% | +36.5% |
| 10Y | +240.9% | +175.9% | +65.0% | +181.1% |
| All | +620.8% | +273.2% | +347.6% | +403.6% |
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