+106.9%
SLV vs ACWI
+54.8%
+52.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +5.1% | -2.4% | +7.4% | +7.1% |
| 30D | -12.9% | -5.2% | -7.7% | -9.0% |
| 3M | -16.1% | -4.8% | -11.3% | -12.4% |
| 6M | -33.2% | -1.3% | -31.9% | -31.7% |
| YTD | -27.2% | +8.4% | -35.6% | -29.6% |
| 1Y | +7.6% | +11.0% | -3.4% | +2.9% |
| 3Y | +122.3% | +70.6% | +51.8% | +68.9% |
| All | +106.9% | +54.8% | +52.1% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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