+239.8%
SLV vs ALK
+347.6%
-107.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.8% | -0.4% |
| 7D | -0.7% | +7.1% | -7.8% | -1.0% |
| 30D | -15.4% | -3.0% | -12.4% | -15.3% |
| 3M | -16.3% | -25.6% | +9.3% | -15.6% |
| 6M | -28.8% | +0.5% | -29.3% | -28.9% |
| YTD | -27.1% | -23.1% | -4.1% | -26.8% |
| 1Y | +7.5% | -7.5% | +15.1% | +7.7% |
| 3Y | +121.2% | +15.3% | +105.8% | +120.5% |
| 5Y | +110.0% | -34.8% | +144.8% | +109.8% |
| 10Y | +168.8% | -41.2% | +209.9% | +165.2% |
| All | +239.8% | +347.6% | -107.8% | +305.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling