+116.0%
SLV vs A
+64.5%
+51.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | -5.8% | -0.5% | -5.4% | -5.7% |
| 30D | -12.1% | 0.0% | -12.1% | -12.1% |
| 3M | -24.1% | +16.7% | -40.8% | -26.7% |
| 6M | -44.4% | +54.8% | -99.2% | -49.7% |
| YTD | -31.5% | +28.8% | -60.3% | -35.4% |
| 1Y | -6.9% | +19.3% | -26.3% | -10.9% |
| 3Y | +116.0% | +65.5% | +50.5% | +82.5% |
| All | +116.0% | +64.5% | +51.5% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling