+7.2%
DIS vs SLV
+7.4%
-0.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +5.2% | +5.1% | +0.1% | +4.9% |
| 30D | +11.5% | -12.9% | +24.4% | +12.3% |
| 3M | +11.5% | -16.1% | +27.6% | +12.4% |
| 6M | +8.9% | -33.2% | +42.0% | +11.5% |
| YTD | +3.4% | -27.2% | +30.6% | +2.5% |
| 1Y | +7.2% | +7.6% | -0.4% | -7.2% |
| All | +7.2% | +7.4% | -0.2% | -7.2% |
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