+8.3%
DIS vs SLV
+9.6%
-1.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.2% | -1.0% | +3.8% |
| 7D | +9.1% | -3.9% | +13.0% | +9.3% |
| 30D | +14.8% | -14.5% | +29.3% | +15.8% |
| 3M | +21.2% | -12.4% | +33.6% | +21.8% |
| 6M | +18.3% | -28.5% | +46.8% | +20.5% |
| YTD | +5.4% | -26.8% | +32.1% | +4.3% |
| 1Y | +8.3% | +10.3% | -2.1% | -8.2% |
| All | +8.3% | +9.6% | -1.3% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling