+427.0%
DIS vs SLV
+263.8%
+163.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +5.7% | -0.7% | +6.4% | +5.8% |
| 30D | +12.7% | -15.4% | +28.0% | +14.9% |
| 3M | +15.2% | -16.3% | +31.5% | +17.4% |
| 6M | +17.6% | -28.8% | +46.4% | +21.8% |
| YTD | +3.8% | -27.1% | +31.0% | +5.1% |
| 1Y | +6.8% | +7.5% | -0.7% | +2.2% |
| 3Y | +42.1% | +121.2% | -79.0% | +21.6% |
| 5Y | -31.2% | +110.0% | -141.1% | -41.2% |
| 10Y | +37.6% | +168.8% | -131.2% | +11.1% |
| All | +427.0% | +263.8% | +163.2% | +249.2% |
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 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