+137.7%
GOOGL vs SLV
+164.2%
-26.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.1% |
| 7D | +1.1% | +2.5% | -1.4% | +0.7% |
| 30D | -4.4% | +3.3% | -7.7% | -5.0% |
| 3M | -6.8% | -3.6% | -3.2% | -6.5% |
| 6M | +13.6% | -21.8% | +35.4% | +17.0% |
| YTD | +8.3% | -7.8% | +16.2% | +4.6% |
| 1Y | +44.9% | +58.3% | -13.3% | +22.9% |
| 3Y | +150.5% | +182.6% | -32.1% | +85.1% |
| 5Y | +137.7% | +167.8% | -30.1% | +67.0% |
| All | +137.7% | +164.2% | -26.5% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling