+1,270.6%
ORCL vs SLV
+363.7%
+906.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.2% |
| 7D | +5.3% | -0.3% | +5.6% | +5.3% |
| 30D | +10.0% | +6.7% | +3.3% | +9.1% |
| 3M | -32.6% | -10.7% | -21.9% | -31.7% |
| 6M | +4.9% | -20.6% | +25.5% | +7.4% |
| YTD | -17.8% | -7.1% | -10.6% | -18.4% |
| 1Y | -28.0% | +62.0% | -90.0% | -33.3% |
| 3Y | +36.0% | +169.8% | -133.8% | +18.3% |
| 5Y | +88.7% | +161.5% | -72.7% | +63.5% |
| 10Y | +346.9% | +224.4% | +122.5% | +271.0% |
| All | +1,270.6% | +363.7% | +906.9% | +872.9% |
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 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