-5.2%
LQD vs SLV
+170.6%
-175.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.4% | -0.3% |
| 7D | 0.0% | +2.8% | -2.8% | -0.2% |
| 30D | -0.2% | +2.2% | -2.4% | -0.3% |
| 3M | -1.7% | +2.9% | -4.6% | -1.9% |
| 6M | -2.7% | -22.4% | +19.7% | -1.7% |
| YTD | -1.4% | -5.7% | +4.3% | -3.0% |
| 1Y | -1.0% | +63.3% | -64.3% | -7.4% |
| 3Y | +15.1% | +189.0% | -173.9% | -0.2% |
| 5Y | -5.2% | +172.7% | -177.8% | -19.3% |
| All | -5.2% | +170.6% | -175.8% | -19.3% |
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