+251.6%
ORCL vs SLV
+169.5%
+82.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.7% | +0.5% | +2.7% |
| 7D | +0.5% | +5.6% | -5.2% | -0.5% |
| 30D | -15.3% | -12.1% | -3.2% | -13.4% |
| 3M | -18.2% | -16.3% | -1.9% | -15.7% |
| 6M | -38.4% | -34.1% | -4.4% | -34.6% |
| YTD | -37.7% | -25.3% | -12.4% | -36.3% |
| 1Y | -49.3% | +9.6% | -58.9% | -51.0% |
| 3Y | +10.6% | +132.7% | -122.0% | -3.4% |
| 5Y | +35.5% | +113.7% | -78.2% | +17.9% |
| 10Y | +251.6% | +175.9% | +75.7% | +186.9% |
| All | +251.6% | +169.5% | +82.1% | +186.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling