+132.7%
SLV vs ALK
+21.9%
+110.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +1.5% |
| 7D | +5.6% | +8.9% | -3.3% | +4.1% |
| 30D | -12.1% | +5.9% | -18.1% | -13.1% |
| 3M | -16.3% | -16.5% | +0.3% | -14.1% |
| 6M | -34.1% | +2.1% | -36.2% | -35.0% |
| YTD | -25.3% | -17.1% | -8.2% | -24.5% |
| 1Y | +9.6% | -2.9% | +12.5% | +9.0% |
| 3Y | +132.7% | +24.5% | +108.2% | +108.5% |
| All | +132.7% | +21.9% | +110.7% | +108.5% |
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