+897.8%
ORCL vs SLV
+263.8%
+634.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.9% |
| 7D | -17.5% | -0.7% | -16.7% | -17.4% |
| 30D | -20.2% | -15.4% | -4.8% | -18.3% |
| 3M | -19.9% | -16.3% | -3.6% | -18.0% |
| 6M | -37.4% | -28.8% | -8.6% | -34.7% |
| YTD | -40.1% | -27.1% | -13.0% | -38.6% |
| 1Y | -53.4% | +7.5% | -60.9% | -54.5% |
| 3Y | +10.4% | +121.2% | -110.7% | -1.2% |
| 5Y | +29.8% | +110.0% | -80.2% | +15.9% |
| 10Y | +249.2% | +168.8% | +80.4% | +197.8% |
| All | +897.8% | +263.8% | +634.0% | +631.6% |
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