+165.7%
SLV vs ACWI
+67.7%
+98.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.5% | -0.8% | -0.7% |
| 30D | +6.7% | +0.9% | +5.8% | +6.1% |
| 3M | -10.7% | +2.4% | -13.1% | -11.9% |
| 6M | -20.6% | +12.4% | -33.0% | -26.4% |
| YTD | -7.1% | +15.2% | -22.3% | -14.6% |
| 1Y | +62.0% | +22.7% | +39.3% | +43.8% |
| 3Y | +169.8% | +75.8% | +94.0% | +97.4% |
| All | +165.7% | +67.7% | +98.1% | +86.9% |
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