+424.9%
DIS vs SLV
+263.3%
+161.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +5.2% | +5.1% | +0.1% | +4.6% |
| 30D | +11.5% | -12.9% | +24.4% | +13.3% |
| 3M | +11.5% | -16.1% | +27.6% | +13.6% |
| 6M | +8.9% | -33.2% | +42.0% | +13.7% |
| YTD | +3.4% | -27.2% | +30.6% | +4.7% |
| 1Y | +7.2% | +7.6% | -0.4% | +2.6% |
| 3Y | +43.3% | +122.3% | -79.0% | +22.5% |
| 5Y | -31.4% | +109.7% | -141.1% | -41.4% |
| 10Y | +37.1% | +168.4% | -131.4% | +10.6% |
| All | +424.9% | +263.3% | +161.5% | +247.9% |
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