-1.9%
LQD vs SLV
+9.6%
-11.4%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | +0.7% |
| 7D | +0.4% | -3.9% | +4.3% | +0.5% |
| 30D | +2.6% | -14.5% | +17.1% | +2.9% |
| 3M | -1.7% | -12.4% | +10.7% | -1.5% |
| 6M | -1.9% | -28.5% | +26.6% | -1.4% |
| YTD | -2.2% | -26.8% | +24.6% | -1.9% |
| 1Y | -1.9% | +10.3% | -12.2% | -1.7% |
| All | -1.9% | +9.6% | -11.4% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling