+218.9%
SLV vs A
+237.5%
-18.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.3% |
| 7D | +2.5% | -2.1% | +4.6% | +2.9% |
| 30D | +3.3% | +0.6% | +2.6% | +3.2% |
| 3M | -3.6% | +10.9% | -14.5% | -5.4% |
| 6M | -21.8% | +28.2% | -50.0% | -25.5% |
| YTD | -7.8% | +8.6% | -16.4% | -9.6% |
| 1Y | +58.3% | +15.5% | +42.7% | +53.2% |
| 3Y | +182.6% | +31.8% | +150.8% | +165.1% |
| 5Y | +167.8% | -14.9% | +182.7% | +165.9% |
| 10Y | +218.9% | +237.8% | -19.0% | +155.5% |
| All | +218.9% | +237.5% | -18.6% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded A 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling