+79.6%
QQQ vs SLV
+94.7%
-15.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.2% |
| 7D | +6.4% | -3.9% | +10.2% | +7.0% |
| 30D | -7.5% | -15.6% | +8.2% | -4.9% |
| 3M | -4.8% | -23.6% | +18.8% | -0.7% |
| 6M | -2.5% | -42.6% | +40.1% | +5.8% |
| YTD | +12.4% | -30.0% | +42.4% | +14.1% |
| 1Y | +11.3% | -6.6% | +17.9% | +6.1% |
| 3Y | +85.0% | +121.8% | -36.9% | +44.0% |
| 5Y | +79.6% | +92.7% | -13.0% | +38.9% |
| All | +79.6% | +94.7% | -15.0% | +38.9% |
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 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