+1,376.0%
HD vs SLV
+260.3%
+1,115.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.8% | -0.4% |
| 7D | +5.2% | +3.7% | +1.5% | +4.9% |
| 30D | +20.7% | -15.2% | +35.9% | +22.2% |
| 3M | +0.8% | -21.8% | +22.6% | +2.5% |
| 6M | +12.2% | -36.3% | +48.6% | +15.7% |
| YTD | +4.2% | -27.8% | +32.1% | +5.1% |
| 1Y | -2.6% | +1.5% | -4.1% | -4.5% |
| 3Y | +30.0% | +128.5% | -98.5% | +18.4% |
| 5Y | +8.1% | +103.2% | -95.1% | -1.3% |
| 10Y | +247.2% | +164.7% | +82.5% | +206.0% |
| All | +1,376.0% | +260.3% | +1,115.7% | +1,054.1% |
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