+34.5%
ORCL vs SLV
+100.8%
-66.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -0.8% |
| 7D | -6.5% | +3.7% | -10.2% | -7.2% |
| 30D | -16.6% | -15.2% | -1.4% | -13.7% |
| 3M | -21.6% | -21.8% | +0.2% | -17.6% |
| 6M | -39.4% | -36.3% | -3.0% | -34.3% |
| YTD | -38.7% | -27.8% | -10.8% | -37.0% |
| 1Y | -50.4% | +1.5% | -51.9% | -52.6% |
| 3Y | +8.1% | +128.5% | -120.4% | -11.8% |
| 5Y | +34.5% | +103.2% | -68.7% | +1.4% |
| All | +34.5% | +100.8% | -66.2% | +1.4% |
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