+94.5%
QQQ vs SLV
+170.6%
-76.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.6% |
| 7D | +1.0% | +2.8% | -1.8% | +0.5% |
| 30D | -0.6% | +2.2% | -2.8% | -1.0% |
| 3M | +1.3% | +2.9% | -1.6% | +0.6% |
| 6M | +18.1% | -22.4% | +40.6% | +21.7% |
| YTD | +16.9% | -5.7% | +22.6% | +13.3% |
| 1Y | +24.0% | +63.3% | -39.3% | +6.6% |
| 3Y | +95.6% | +189.0% | -93.4% | +47.1% |
| 5Y | +94.5% | +172.7% | -78.1% | +39.0% |
| All | +94.5% | +170.6% | -76.1% | +39.0% |
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