+1,250.0%
HD vs SLV
+363.7%
+886.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | -2.1% | -0.3% | -1.7% | -2.0% |
| 30D | -8.4% | +6.7% | -15.1% | -8.9% |
| 3M | +4.3% | -10.7% | +15.0% | +5.0% |
| 6M | -11.1% | -20.6% | +9.5% | -9.9% |
| YTD | -4.7% | -7.1% | +2.5% | -5.6% |
| 1Y | -19.8% | +62.0% | -81.8% | -24.3% |
| 3Y | +4.1% | +169.8% | -165.7% | -6.3% |
| 5Y | +10.3% | +161.5% | -151.1% | -1.1% |
| 10Y | +203.2% | +224.4% | -21.2% | +162.8% |
| All | +1,250.0% | +363.7% | +886.3% | +936.7% |
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