+122.3%
SLV vs ALK
+16.0%
+106.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +5.1% | +9.0% | -4.0% | +3.5% |
| 30D | -12.9% | -1.6% | -11.3% | -12.8% |
| 3M | -16.1% | -23.2% | +7.1% | -12.7% |
| 6M | -33.2% | -3.9% | -29.3% | -33.4% |
| YTD | -27.2% | -22.6% | -4.7% | -25.6% |
| 1Y | +7.6% | -5.3% | +12.9% | +7.9% |
| 3Y | +122.3% | +18.6% | +103.8% | +101.6% |
| All | +122.3% | +16.0% | +106.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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