+8.5%
HD vs SLV
+100.9%
-92.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -1.2% | -1.1% | -0.1% | -1.1% |
| 30D | +20.9% | -14.2% | +35.1% | +22.3% |
| 3M | -0.2% | -20.3% | +20.2% | +1.6% |
| 6M | +14.5% | -40.2% | +54.7% | +19.2% |
| YTD | +4.3% | -27.6% | +31.9% | +4.1% |
| 1Y | -3.5% | +0.4% | -3.9% | -7.5% |
| 3Y | +30.1% | +129.4% | -99.2% | +9.2% |
| 5Y | +8.5% | +99.8% | -91.3% | -11.3% |
| All | +8.5% | +100.9% | -92.4% | -11.3% |
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